Top Investment Strategist: These trades WIN the AI bull market!

<p>Jessica Inskip is the director of research for StockBrokers.com and one of the most followed investment voices in the industry. She joins Phil Rosen on Full Signal to unpack the risks in the bond market, AI overwhelming the macro setup, and the stocks and trades she likes best heading into the new year.</p><p><br></p><p>This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/</p><p><br></p><p>Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe</p><p>Follow Phil on X: https://x.com/philrosenn</p><p>Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/</p><p><br></p><p>Timestamps:</p><p><br></p><p>0:00 - Bullish trading cycle</p><p>2:55 - End of the cycle?</p><p>4:30 - 10-year yield at 5.2%</p><p>7:32 - Price-agnostic to price-sensitive buyers</p><p>8:10 - Bonds vs. stocks</p><p>10:49 - When yields hurt stocks</p><p>12:53 - US fiscal credibility</p><p>16:53 - All in on AI</p><p>18:03 - Hyperscalers</p><p>20:27 - Meta&#39;s Muse</p><p>26:00 - Apple</p><p>31:09 - Corners of the market to avoid</p><p>32:35 - How to buy tech</p><p>33:40 - Follow Jess</p><p><br></p><p>#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed</p>