Andy Cross

speaker

412 appearances 5 recordings 1 series first heard Oct 2025 last heard 10 Jul

Andy Cross’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in Jul 2026 with 1.

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Motley Fool Hidden Gems Investing · How We Invest In a Falling Market · 27 Mar 2026 podcast

is up more than 30% so far this year, but the overall impact into the market, whether it's a NASDAQ or just the S&P 500 for energy is relatively small.

So you haven't really seen the impacts and that's been, even though the investing appetite has shifted,

You haven't seen that show up in the general markets because energy is just such a smaller part of the investment landscape and of the indices.

And technology is so much of a huge, big part of that part of the market.

And that's money starting to flow out of there as investors get a little bit worried about, oh gosh, how much of this AI spending in data centers is going to be recouped because of the value for those dollars looking down the road.

Where is the investor return going to be?

So you're starting to see this market shift.

And that is showing up in the overall indices and just some nervousness with the investor appetite going into 2026.

And the rain war is certainly not helping.

Yeah, energy makes up three to four percent maybe of the index right around there compared to, you know, technology and financials.

Financials are also not having a good start to the year just because of the interest rate concerns.

Yes, those parts of the market just aren't represented in the index.

So you're starting to see those fall off.

And of course, many fools out there, including myself, own a lot of technology stocks.

So as we see those technology stocks underperform, or there's the MAG7 or other parts of the tech stack underperform, that also weighs on some of that confidence and just wondering, hey, where do I have to try to find some alpha in this market?

Looking out over the next couple of years, do I need to raise some cash?

How do I start to position myself knowing that technology or thinking about technology is starting to shift a little bit and other parts of the market are looking a little bit more attractive considering some of the macro factors that we're seeing?

Now, I mentioned financials.

Financials have not done well this year, mostly because the interest rate environment where we are expecting rate cuts throughout pretty much the year.

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