Cheap Options And Expensive AI: Taking Stock With Danny Kirsch
About this episode
Danny Kirsch joins to discuss the changing market dynamics and the implications for investors as they look beyond AI.
The second half of the year is off to a strong start, but beneath the surface the market is changing. This week we're joined by Danny Kirsch to discuss why investors are increasingly looking beyond the AI trade and what that could mean for the next phase of the bull market. We dive into the broadening rally across the S&P 500, why semiconductor stocks have become unusually volatile, and how leveraged ETFs may be amplifying those swings. We also explore whether the Mag 7 could regain leade...
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