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Green Flags for the Market, AI in ‘Early Innings’

Green Flags for the Market, AI in ‘Early Innings’

Schwab Network · Schwab Network

September 22, 20256m 46s

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Show Notes

Zachary Hill sees green flags for the market, but the most important is that “the Fed is cutting at all.” He believes we’re still in “early innings” for the AI sector, with excitement high and the bulls in charge. However, he cautions investors to be “nuanced” in their choices within the sector. He also likes domestic banks, both large cap and regional. He also likes exposure to a “weaker dollar.”


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