AI Stocks, Mag7, Bitcoin Are Going to FLY in 2H - Stashaway CIO Stephanie Leung

17/10/2025 26 min Episodio 157
AI Stocks, Mag7, Bitcoin Are Going to FLY in 2H - Stashaway CIO Stephanie Leung

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Episode Synopsis

It’s earnings season once again, and with an anticipated interest rate cut from the US Federal Reserve on the horizon, there’s a lot at stake for investors and the broader economy. To help break it all down, we sat down with our good friend and regular contributor Stephanie Leung, CIO at StashAway.
Chapters
00:00 - What's in store for the second half of 2025
05:27 - How will the imminent Fed rate cut affect investments 
10:20 - Which assets perform well during a rate cut? 
15:05 - What does this mean for Bitcoin?
17:48 - Mag 7, AI and Crypto
20:06 - How to use Stashaway to prepare for a rate cut
20:54 - Can Apple drop out of the magnificent 7?
24:35 - Final thoughts on how to use Stashaway
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