Jose Rasco

Chief Investment Officer at HSBC Global Private Banking and Wealth Management, offering macro and market views and arguing the bullish case for 2026 in this episode.

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Dec 12, 2025 • 43min

Closing Bell Overtime: Worries hit the AI trade, SpaceX IPO Buzz, and the 2026 Consumer & Fintech Outlook 12/12/25

Jose Rasco, Chief Investment Officer at HSBC Global Private Banking and Wealth Management, discusses the challenges hitting tech stocks and the bullish outlook for 2026. He emphasizes potential earnings acceleration and the strength of financials amid a multi-year AI revolution. The podcast also explores the growing speculation around a possible SpaceX IPO, with insights into its valuation and the implications for the space industry. Additionally, experts share top consumer picks and analyze the fintech landscape for upcoming opportunities.

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