Is the world quietly walking away from U.S. tech - and should you? In this episode, hosted by Michelle Martin, we unpack the US$52 billion exodus from U.S. equities - the fastest in 16 years - where is smart money going? Guest Swapnil Mishra, author of Investing for the Clueless, Reckless and Overly Cautious, explains what “rotation” really means beneath the headlines. We examine whether U.S. tech is simply expensive - or structurally peaking after years of dominance. Nvidia posts a record US$68.1 billion in revenue while defending AI’s long-term case, even as Salesforce slides on fears of AI-driven job disruption. Are markets pricing in consumer stress and white-collar layoffs or is that a myth?See omnystudio.com/listener for privacy information.

Is the world quietly walking away from U.S. tech - and should you? In this episode, hosted by Michelle Martin, we unpack the US$52 billion exodus from U.S. equities - the fastest in 16 years - where is smart money going? Guest Swapnil Mishra, author of&nbsp;Investing for the Clueless, Reckless and Overly Cautious, explains what &ldquo;rotation&rdquo; really means beneath the headlines. We examine whether U.S. tech is simply expensive - or structurally peaking after years of dominance. Nvidia posts a record US$68.1 billion in revenue while defending AI&rsquo;s long-term case, even as Salesforce slides on fears of AI-driven job disruption. Are markets pricing in consumer stress and white-collar layoffs or is that a myth?See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Money and Me: Where is smart investor money going?