Episode
Charles’ Take: Why Investors are Misreading the Sell-Off in Korean and American Markets
- Published
- Jul 10, 2026
- Duration seconds
- 401
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Summary
Charles is joined by Nicholas Megaw, Principal of World Trade Securities, to discuss why investors aren't actually fleeing AI, the risk of retail leverage triggers in the Kospi, and why the current pullback in foundational names like Arm provides a massive second-chance opportunity. Learn more about your ad choices. Visit podcastchoices.com/adchoices