A.I. Disruption, Not Deflation & Status of the Bull Cycle

February 17, 20267m 37s

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Show Notes

Jack Janasiewicz says the market is no longer willing to give a "free pass" to Mag 7 companies and others spending on AI capex buildouts, adding the market is rewarding winners and punishing losers. Jack points to the rotation in to "old economy" sectors like Staples as a way to get out of the AI trade, but he's hesitant to say the markets are in a late cycle of the bull market. On the software sector selling, he believes we're in a "sell first, ask questions later" environment that could lead to some continued chop.

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