Bloomberg Brief 11/21/2024

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“Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. Today's guests: Marvin Barth, Thematic Markets Founder; Katrina Dudley, Franklin Templeton Portfolio Manager; Frank Lee, HSBC Global Head of Technology Hardware & Semiconductor Research.

Chapters:
00:00:01 - Intro
00:07:12 - Marvin Barth, Thematic Markets Founder
00:14:13 - Trending on the Terminal
00:18:32 - Katrina Dudley, Franklin Templeton Portfolio Manager
00:25:30 - Frank Lee, HSBC Global Head of Technology Hardware & Semiconductor Research
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5:50 - I wonder if that eases or hinders portfolio construction

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