WOYM: FOMC Reaction; Growth vs Value check-in; Animal Spirits

(00:26) Market Highlights and FOMC Reaction

(02:39) Detailed Market Analysis and Predictions

(04:44) Impact of Interest Rates on Different Sectors

(07:42) Emerging Markets and Currency Dynamics

(14:42) Animal Spirits and Market Psychology

(17:20) Growth vs. Value: Analyzing Market Trends

(18:19) Software and Value Stocks: Current Market Movements

(18:51) Sector Performance: Winners and Losers

(19:48) Animal Spirits and Speculative Baskets

(21:53) Regional Banks and Insurance: Investment Opportunities

(23:57) Semiconductors and Software: Market Rotation

(25:49) Micron and AI Tools: A Deep Dive

(32:22) Precious Metals and Commodities Outlook

(33:36) Final Thoughts and Market Summary

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