New Playbooks, Heavy Pays and Volatile Days

Here’s to another edition of A Matter of Interest, hosted by Moneyfarm’s Richard Flax and Jack Amy. This week, we unpack a shifting market landscape driven by changing central bank playbooks and the rising cost of massive tech investments. Specifically, we examine what the Fed’s shift away from forward guidance means for bond yields, why Big Tech’s record AI spending is raising tricky questions about actual returns, and what South Korea’s recent market turbulence reveals about the broader tech supply chain. Tune in as we make sense of it all. Become a supporter of this podcast: https://www.spreaker.com/podcast/a-matter-of-interest--7083249/support. Thanks for listening! This episode was powered by Moneyfarm, your digital wealth manager. If you enjoyed it, please subscribe and consider leaving us a review. Start investing at moneyfarm.com/uk Follow us on Instagram @moneyfarmuk and LinkedIn @moneyfarm  Got questions? Email us at [email protected]