We talk to Devon Funds Head of Retail Greg Smith about the influence of the tech titans or Magnificent Seven such as Amazon, Alphabet, Meta and Microsoft and if these provide an economic barometer.

And we look at the sectors still to report such as retail and more traditional stocks benefiting from consumers continuing to spend but trade down— think eating Macca’s instead of fine dining. Plus what’s ‘streamflation’?

For more or to follow the podcast—check out http://linktr.ee/sharedlunch
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