RADIO SHOW 4/1- 2ND QUARTER
SOURCE: https://www.spreaker.com/episode/2nd-quarter-04-01-2025–65291521
SOURCE: https://www.spreaker.com/episode/2nd-quarter-04-01-2025–65291521
SOURCE: https://www.spreaker.com/episode/tariff-mania-03-31-2025-mon–65261335
SOURCE: https://www.spreaker.com/episode/the-very-crappy-week-in-review-03-28-2025–65197829
SOURCE: https://www.spreaker.com/episode/gamestop-lesson-03-27-2025–65169265
SOURCE: https://www.spreaker.com/episode/ai-bye-bye-03-26-2025–65141192
We know what you have been hearing. It’s just a correction. Everything is fine. AI is huge. AI is going to take over. AI spending is enormous going forward. Stay the course. Only one problem. The market has been thinking differently. The AI trade just keeps worsening. The real top was that fateful “deepseek” Monday…
SOURCE: https://www.spreaker.com/episode/megacap-parking-03-25-2025–65112866
SOURCE: https://www.spreaker.com/episode/confirmation-day-03-24-2025–65087784
On 3/11, we wrote that markets were about as stretched, extended and oversold as a market gets. The thought process was some action to relieve the condition. But instead of a big bounce, markets just backed and filled. A couple days teased another drop through the floor and a couple days teased higher. And then…
Listen Here: https://www.spreaker.com/episode/week-in-review-03-21-2025-w-adam-sarhan–65020250