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	Podcast:		Worldwide Exchange
	Episode:		Tech’s Stellar First Half, Biden’s Infrastructure Plans, and Housing vs. the Fed 6/27/23
	Category:		Business
	Duration:		00:45:12
	Publish Date:		2023-06-27 10:35:08
	Description:		Tech has had a stellar start to 2023, but as investors look ahead to the second half of the year, they’re growing more focused on the potential risks around mega-cap tech’s massive market concentration. Big Technology’s Alex Kantrowitz discusses the outlook. Plus, the Biden administration has now allocated more than $260 billion for thousands of infrastructure projects, ranging from broadband and public transit to roads and bridges. Wolfe Research’s Timna Tanners breaks down which companies are set to benefit. And, a slew of housing data is out this week, providing fresh insight into the sector following the Fed’s first pause in its interest rate hiking campaign in more than a year. Brown Harris Stevens CEO Bess Freedman lays out her expectations.
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