Full Signal
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Wall Street Veteran: History's BUY SIGNAL is flashing for stocks now!

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Jeff Hirsch is the editor of the Stock Trader's Almanac, the market guide that just hit its 60th anniversary. He joins Phil Rosen on Full Signal to discuss the midterm-year "sweet spot" for stocks, the AI super boom and his Nasdaq outlook, what 5% bond yields mean for investors, and why he's selling bonds and buying small caps.


This episode is sponsored by Bloomberg: http://bloomberg.com/equityindices



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TIMESTAMPS:


0:00 - Where are we in the cycle?

0:30 - AI super boom

3:02 - Midterm-year sweet spot

6:42 - Bond yields at 5%

9:19 - Split Congress hurts stocks

10:40 - AI earnings beat everything?

11:40 - Does seasonality still matter?

14:35 - Tech concentration

16:25 - Turning bearish

19:07 - Lessons from super booms

21:00 - Favorite sectors

22:30 - Small caps

25:25 - MACD signal

27:57 - Steelman the bear case

29:03 - What we could be wrong about

29:47 - Follow Jeff


#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed

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