Simon considers the massive 10-year rally in the Technology stock-heavy Nasdaq in the context of other historical bull markets and suggests it does not necessarily have to end with a crash. Investors might need to distinguish between short-term corrections of speculative excess and protracted downturns. He also highlights the latest developments in tariff policy, Fed action and Supreme Court considerations. He then reviews quarterly results from UBER, ABBV, AMZN, CVX.

 

WIG Stocks: UBER, ABBV, AMZN, CVX

 

Non-WIG Stocks: None

 

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Episode ID: 1000735849310

GUID: 75c49c39-c6be-44e8-a876-928c1108aaf1

Release Date: 08/11/2025, 16:30:00