

Hedgeye Investing Summit Spring 2025 | Jim Bianco, President & Macro Strategist of Bianco Research
Apr 21, 2025
AI Snips
Chapters
Transcript
Episode notes
Algorithm-Driven Market Volatility
- Market rallies like yesterday were largely driven by algorithms and hedge funds speculating.
- Regular investors did not show up today, causing the market pullback.
Bubble Deflation Requires Sector Focus
- Stock bubble deflates through break, rebound, then long sideways action.
- Investors should focus on sectors and stocks, not just the index.
Invest Beyond the Index
- Avoid thinking only in terms of buying or selling the broad index.
- Explore individual stocks and sector themes to find new opportunities.