Video
Unknown · 0:00
Wells Fargo's Ozan Ozkan (transcribed "Osan Kuang") expects choppy markets through year-end. He worries the AI capex cycle flatlines after 2027, and he says the equity risk premium has turned negative, so higher rates...
Unknown · 0:00
Wells Fargo's Ozan Ozkan (transcribed "Osan Kuang") expects choppy markets through year-end. He worries the AI capex cycle flatlines after 2027, and he says the equity risk premium has turned negative, so higher rates...
Redirecting...