Why are global yields climbing, and are foreign investors really dumping Korean tech—or just trimming risk? We connect today’s rate environment to the dot-com era, AI data-center spending, market winners and laggards, plus practical portfolio considerations. Tune in for a lively macro-to-market deep dive.
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0:07 - Interest Rates and Foreign Selling
2:43 - The IT Bubble and AI Investment
6:27 - High Rates and Financial Planning
14:02 - AI Data Center Investment Outlook
21:42 - Sector Risks in a High-Rate Environment
25:10 - Market Polarization and Asian Stocks
27:53 - HBM Prices and Semiconductor Expansion
30:35 - China’s Battery and EV Plans
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