Top Investment Strategist: These trades WIN the AI bull market!

Jessica Inskip is the director of research for StockBrokers.com and one of the most followed investment voices in the industry. She joins Phil Rosen on Full Signal to unpack the risks in the bond market, AI overwhelming the macro setup, and the stocks and trades she likes best heading into the new year.

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

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Timestamps:

0:00 - Bullish trading cycle

2:55 - End of the cycle?

4:30 - 10-year yield at 5.2%

7:32 - Price-agnostic to price-sensitive buyers

8:10 - Bonds vs. stocks

10:49 - When yields hurt stocks

12:53 - US fiscal credibility

16:53 - All in on AI

18:03 - Hyperscalers

20:27 - Meta's Muse

26:00 - Apple

31:09 - Corners of the market to avoid

32:35 - How to buy tech

33:40 - Follow Jess

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