How To Trade The AI Productivity Boom | Weekly Roundup

I'm not bearish on the market in general. I just think there's going to be a massive sectoral rotation just given how, like, credit spreads this low. It's hard to really have like a, you know, volmageddon type thing

You have, for the space example, you have the SpaceX IPO 4 months out. You know there's going to be hype going into it. But when you get those ideal entries and you're patient, you've been watching it, then you can get in.

these incomes, they're accelerating to the downside now. And therefore, to keep up with such an energy shock like we're seeing, they have to tap their savings rates. So you can see personal incomes are trending negative now.