{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"ASB Investment Podcast","title":"Fridays with Frank: Memory stocks tumble, the US Fed loses the narrative, and pricing climate risk into portfolios","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/24a0eda9\"></iframe>","width":"100%","height":180,"duration":1158,"description":"Frank and Nigel unpack the sharp correction in AI-linked memory stocks, why South Korea's market has fallen heavily from its highs, and what a resilient US earnings season means for portfolio positioning. They dig into the US Fed's decision to hold rates, why the bond market reacted sharply to comments from new chair Kevin Warsh, and what it signals about control over the inflation story. Plus, Frank breaks down how ASB weighs transition and physical climate risk in portfolios, prompted by the wildfires across Western Europe.","thumbnail_url":"https://img.transistorcdn.com/ercIXts3OMwIooiYWbEwilQxQL1BEE816iuoMi7ZnQU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8yYWI0/Y2Y5ZTY5ODg0Mjdh/YmZiYjkyOTQzNjNl/MzVkMS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}