
MacroVoices #433 David Rosenberg: Calling The FED’s Bluff
Macro Voices
00:00
Analyzing Market Breadth and Mega-Cap Stock Impact on the Market
The chapter discusses the decline in market breadth and the dominance of mega-cap stocks like Nvidia, Microsoft, and Apple in driving market gains. It highlights Nvidia's exponential growth and predicts its impact on the S&P 500, drawing on Bob Farrell's investing rules to discuss potential market corrections influenced by fear and greed.
Transcript
Play full episode