Macro Strategist: 7 stocks to BUY before the AI trade is OVER

Jack Farley is the co-founder of Monetary Matters Network and he recently launched Farley Associated Research, an investment Substack with its own model portfolio. He joins Phil Rosen on Full Signal to discuss why the AI capex boom still has room to run, his highest-conviction semiconductor pick, the case for silver over gold, and the stocks he is shorting right now and his macro outlook through 2027.

This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/

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TIMESTAMPS:

0:00 - Bull market's 5th year?

3:30 - Hyperscaler capex

5:04 - Free cash flow concerns

6:47 - AI pricing power

9:43 - Semiconductor pricing power

11:59 - Favorite sectors

14:02 - Lam Research

18:13 - Could China crash memory?

20:37 - Short ideas

22:09 - Silver bull case

26:11 - Macro risks

27:55 - Jack's model portfolio

28:54 - Texas Pacific Land

30:28 - Sulfur stock idea

32:24 - Korean memory stocks

34:57 - Shorting Meta

35:52 - Follow Jack

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