{"store":{"baseInfo":{"podcastTitle":"BCA Quick Takes Podcast","slug":"quicktakes","podcastDescription":"A podcast from BCA Research -- informing investors with straightforward, actionable analysis of macro and market events.","podcastLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/15165563/QuickTakesOpening_panel_hv86dz.png","podcastShareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/15165563/QuickTakesOpening_panel_hv86dz_1200x628.jpg?s=73ccd8a28c22464be1aa955e06342c72&e=png","podcastUrl":"https://quicktakes.podbean.com","podcastCanSearched":true,"feedUrl":"https://feed.podbean.com/quicktakes/feed.xml","theme":"playlist2","podcastDeepLink":"https://www.podbean.com/pw/pbblog-qdret-e7687b?from=usersite","removePodbeanBranding":"no","brandingLogo":null,"timeZone":{"timeZoneId":15,"gmtAdjustment":"GMT-05:00","useDaylightTime":1,"value":-5,"text":"(GMT-05:00) Eastern Time (US & Canada)","daylightStartTime":"Second Sunday Of March +2 Hours","daylightEndTime":"First Sunday Of November +2 Hours","timezone":"America/New_York"},"podcastDownloads":null,"totalEpisodes":50,"showComments":true,"iOSAppDownloadLink":null,"customizeCssUrl":null,"androidAppDownloadLink":null,"showPostShare":true,"showLike":true,"author":"BCA Research","enableEngagementStats":true,"shareEmbedLink":"https://admin5.podbean.com/embed.html?id=pbblog-qdret-e7687b-playlist","language":"en","sensitivitySessionExpireTime":28800,"podcastApps":[{"name":"Apple Podcasts","link":"https://podcasts.apple.com/us/podcast/quick-takes-podcast/id1649379247","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/apple-podcast.png","title":null},{"name":"Podbean App","link":"https://www.podbean.com/pw/pbblog-qdret-e7687b?from=usersite","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/podbean-app.png","title":null},{"name":"Spotify","link":"https://open.spotify.com/show/2ZK1l4Y1yNC7CGJmJkt8Eq","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/spotify.png","title":null},{"name":"Amazon Music","link":"https://music.amazon.com/podcasts/67943205-ba4c-4a30-bad1-49121059b3d2","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/AmazonMusic.png","title":null}],"components":{"base":[{"id":"MainStyle","val":"light"},{"id":"Font","val":"Roboto"},{"id":"SecondaryFont","val":"Roboto"},{"id":"PlayerColor","val":"#00B287"},{"id":"PlayerStyle","val":"player2"},{"id":"PlayerWave","val":"show"},{"id":"Favicon","val":null},{"id":"CookiesNotice","val":"hide"},{"id":"CookiesNoticeContent","val":"

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Roukaya Ibrahim
Strategist, BCA Research

Roukaya is currently BCA Research’s Strategist, Daily Insights. From 2018 to 2020, she was a Strategist for BCA Research’s Geopolitical Strategy service. She has also served as a Strategist for the Commodity & Energy Strategy service. Prior to joining BCA Research, Roukaya worked as a Research Analyst at the University of Bristol’s School for Policy Studies and was an Economic Analyst at the Central Bank of Egypt. Roukaya holds an MA in Economics from McGill University.

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Host Roukaya Ibrahim talks to BCA Research’s Chief US Investment strategist Doug Peta about the year-to-date performance of US equities. What are the factors that contributed to this rally? Should investors start taking some chips off the table? And can IT stocks continue to decouple from Treasury yields?

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Roukaya Ibrahim Strategist, BCA Research

Roukaya Ibrahim
Strategist, BCA Research