Episode

Bringing Back the Barbell, OpenAI’s Government Proposal, and Winter is Ending 7/2/26

Podcast: The Exchange
Published: Jul 2, 2026
Duration seconds: 2629
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Canonical source: https://www.cnbc.com
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Summary

Citi moving to market weight on tech in the third quarter and returning to barbell positioning with large growth and small value. Big Technology’s Alex Kantrowitz calls OpenAI’s reported suggestion the government take a 5% stake in the startup an “incentive misalignment nightmare.” Plus, Deepwater’s Gene Munster declares the EV winter of the past two years over.