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
