About this episode

Julia Hermann discusses her contrarian views on AI stocks and the current market landscape with Phil Rosen.

Julia Hermann is a global market strategist at New York Life Investments, where she helps shape the firm's multi-asset market outlook. She joins Phil Rosen on Full Signal to discuss her contrarian view on the Fed, the memory stock sell-off, parallels between the AI buildout and the dot-com era, and why financials look undervalued right now. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Geopolitics noise and signal 2:31 - Fed outlook 4:34 - Rate cut odds 6:11 - Memory stocks in bear market 9:07 - Diversification and quality 12:08 - The narrowing path for markets 15:12 - US vs. world 17:35 - Japan carry trade 20:58 - Sell America 23:58 - Dot-com parallels 29:15 - Infrastructure boom framework 34:30 - Bullish financials 37:16 - What consensus gets wrong 39:17 - Julia's research #podcast #investing #markets #macro #stocks #bitcoin #fed

People in this episode

Host: Phil Rosen

Guest: Julia Hermann

Topics covered

• investment strategy
• AI stocks
• market outlook
• financials
• Fed policy
• dot-com parallels

Keywords

• AI stocks
• investment strategy
• financials
• Fed outlook
• market trends
• dot-com era
• memory stocks

Mentioned in this episode

Organizations: New York Life Investments, Opening Bell Daily, LinkedIn

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