Frank and Nigel look back at the quarter that's just wrapped. They cover why US stocks could have had their strongest quarter in six years, what's driving the growing gap between AI-adjacent stocks and everything else, and how small caps managed a rally that's caught a few people off guard. Frank also digs into Rocket Lab's recent moves and what they could suggest about building a durable competitive moat.
What is ASB Investment Podcast?
A show that brings you the latest market updates and insights to help you make smart investment decisions.