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Ep.1319 Feb 5, 2026

Trump’s new Fed chair pick is dragging down the market

  • Artificial Intelligence
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Inside this episodes

  • For the first time in years, value is outperforming growth
  • Why Trump's Fed chair pick is dragging down the market
  • What to expect from Strategy's earnings as Bitcoin crashes
  • Google's earnings: Why AI is punishing even the best tech stocks
  • Is AMD a buy on its post-earnings pullback?
  • The ultimate winner of the AI megatrend
  • Disney made a huge mistake with its new CEO
  • Why our stop in Snap was triggered
  • My Super Bowl predictions

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