Episode

Tech Hiccup

Podcast: KWM Market Minute
Published: Jul 20, 2026
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Canonical source: https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/katz-july-20.mp3
Audio: https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/katz-july-20.mp3
JSON: /v1/public/podcasts/kwm-market-minute-7621832/episodes/tech-hiccup
Markdown: /podcast/kwm-market-minute-7621832/tech-hiccup.md

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Summary

Jason and Jordan discuss the recent tech cooldown after a strong run and why we are rotating into new opportunities across the market rather then taking money off the table.