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'Perspectives' by Escala Partners

Feb 29, 2024

In this episode, Escala Partners CIO, Tracey McNaughton, makes the comparison to the 1990s tech boom and notes by comparison, the market is not that extended right now. AI is going deeper into the economy and broadening across more sectors of the equity market. The ingredients are there for the sustainability of this...


Feb 7, 2024

In this episode, Escala Partners CIO, Tracey McNaughton, discusses the results coming out of the US earnings reporting season and why Facebook and Microsoft are in and Tesla and Apple are out of favour – this despite Apple having a cash pile equivalent in size to the Hungarian economy.

 

(0:54) Tracey, we are halfway...