{"href":"http://player.captivate.fm/services/oembed?url=http%3A%2F%2Fplayer.captivate.fm%2Fepisode%2F9a6182e8-da6b-456a-b456-9026dee813d2","version":"1.0","provider_name":"Captivate.FM","provider_url":"https://www.captivate.fm","width":600,"height":200,"type":"rich","html":"<iframe style=\"width: 100%; height: 200px;\" title=\"Mega-cap Tech Momentum and Flows Support Portfolio Upside\" frameborder=\"0\" scrolling=\"no\" allow=\"clipboard-write\" seamless src=\"http://player.captivate.fm/episode/9a6182e8-da6b-456a-b456-9026dee813d2\"></iframe>","title":"Mega-cap Tech Momentum and Flows Support Portfolio Upside","description":"Deborah and Kieran dissect a focused six-name portfolio (VUAG, MSFT, NVDA, BA, BAKK, CCJI), emphasizing mega-cap tech momentum and positive fund flows driving upside \ud83d\udcc8\ud83d\udcb9. They lay out technical levels, risk controls, and a pragmatic path for entry/exit, tied to macro drivers like rates, USD, and regional cues \ud83c\udf0d\ud83d\udee1\ufe0f. The conversation weaves chart signals with macro context to navigate a tech-led recovery in equities \ud83d\udcca\ud83e\udded.","thumbnail_width":300,"thumbnail_height":300,"thumbnail_url":"https://artwork.captivate.fm/c0b7b994-b198-4f6a-a33e-8e1a5b58da40/TMVka70aPA-A4ztWy7eFW74O.jpg"}