ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "The stock market is rotating out of Big Tech. Is this a good thing?"
Episode Synopsis
Chuck Zodda and Mike Armstrong discuss what's really going on in the job market and if we will get some answers on Tuesday. What can break investor skepticism of AI spending? The stock market is rotating out of Big Tech. Is this a good thing? Why everyone got the Trump tariffs wrong. Should you freak out about a possible recession? The bond market will not be fooled...oh really?
More episodes of the podcast The Financial Exchange Show
Did Disney just doom itself?
11/12/2025
Why the AI boom is not like the dot com boom
10/12/2025
In God we trust