AI Investing: Are You on the Spend Side or the Receiver Side?

Sean O’Hara describes a “momentum fizzle” in tech and looks to quality instead. He thinks the AI trade is too focused on the Mag 7 and investors should broaden out, looking at which companies the AI capex is going to. “Do you want to bet on the spend side…or the receiver side?” On the broad market, he tells investors to watch the U.S. dollar. He thinks Kevin Warsh will “remake the Fed” and help get their balance sheet “back in line.” Sean shares international and small cap opportunities in his firm’s ETFs.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

Fler avsnitt av Schwab Network