
← Full Signal1 oct. · 31 min
Wall Street Veteran: History's BUY SIGNAL is flashing for stocks now!
<p>Jeff Hirsch is the editor of the Stock Trader's Almanac, the market guide that just hit its 60th anniversary. He joins Phil Rosen on Full Signal to discuss the midterm-year "sweet spot" for stocks, the AI super boom and his Nasdaq outlook, what 5% bond yields mean for investors, and why he's selling bonds and buying small caps.</p><p><br></p><p>This episode is sponsored by Bloomberg: http://bloomberg.com/equityindices</p><p><br></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 - Where are we in the cycle?</p><p>0:30 - AI super boom</p><p>3:02 - Midterm-year sweet spot</p><p>6:42 - Bond yields at 5%</p><p>9:19 - Split Congress hurts stocks</p><p>10:40 - AI earnings beat everything?</p><p>11:40 - Does seasonality still matter?</p><p>14:35 - Tech concentration</p><p>16:25 - Turning bearish</p><p>19:07 - Lessons from super booms</p><p>21:00 - Favorite sectors</p><p>22:30 - Small caps</p><p>25:25 - MACD signal</p><p>27:57 - Steelman the bear case</p><p>29:03 - What we could be wrong about</p><p>29:47 - Follow Jeff</p><p><br></p><p>#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed</p>