In episode 28, Michelle investigates the potential longevity of the tech rally and its ability to sustain unprecedented profits in the market. She examines Norway's sovereign wealth fund's strong performance and considers its implications for global investment strategies. The episode also reviews the quarterly performances of ASML and Nvidia, highlighting the market's optimism surrounding these tech giants. Michelle explores the diverging paths of global interest rates and their impacts on international markets. The episode concludes with a summary and sign-off, encouraging listeners to stay engaged with the podcast for ongoing financial insights.

(0:00) Can the tech rally continue to fuel unprecedented profits?

(0:21) Norway's sovereign wealth fund reports strong performance, implications for global investment

(1:48) ASML and Nvidia quarterly performance and market optimism

(4:57) Diverging global interest rate paths and their impacts on global markets

(6:31) Conclusion and sign-off