June 22, 2026

The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26

Every Mag 7 stock is down over the past month, while memory names keep rallying. We look at the fractures in tech, and what’s the better AI trade from here. Plus, a look at Alan Geenspan’s influence on Fed policy.

Also available on Apple Podcasts ↗