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4min chapter
Michael Howell: "QE Is Coming Back, Big Time"
Forward Guidance
The Future of the Central Bank of China
The leadership has really been concentrated in a handful of stocks that are centered around AI or at least are thought to center around AI, the one being Nividia. The best two sectors of the market, but you correct me because I may be wrong, a house builders and semiconductors. You're definitely right about housing too. And semiconductors is a cyclical industry, but is it actually is this move a secular thing? If AI is legit and it's not a bubble, then the move in semiconductor is not necessarily cyclical and nuclear. Right. Okay, so now let's move on to other central bank liquidity injections, cross-border flows, non-US
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