Rob Armstrong
👤 Speaker
497
total appearances
Appearances Over Time
Podcast Appearances
Unhedged
The Buy America trade
And, you know, the economy is good enough that loans are growing.
Unhedged
The Buy America trade
So financials are growing their earnings at 20%.
Unhedged
The Buy America trade
So that gets you two big sectors right there.
Unhedged
The Buy America trade
Before you even started talking about technology...
Unhedged
The Buy America trade
For the fund managers, for the people like us who are paid to make sense of what the hell is going on, this is very difficult.
Unhedged
The Buy America trade
But for the traders, they're like, great.
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The Buy America trade
You want to sell a stock down or up 15% for no particular reason?
Unhedged
The Buy America trade
And by the way, the bid-ask spread on that stock will be high.
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The Buy America trade
We should talk about the demand for tech services.
Unhedged
The Buy America trade
So there's this whole AI story running in the background.