Episode 102: The November to April Matrix. With Tony Greer.

In this episode of the Market House podcast, Maggie Lake and Tony Greer discuss the current state of the markets, with Tony expressing a bullish outlook driven by seasonal trends and a rotation into tech and AI-related sectors. They address concerns about an AI bubble, with Tony acknowledging its existence but suggesting it has room to grow before popping, emphasizing the importance of monitoring price action and sector handoffs. They also answer listener questions about specific stocks like Meta and Barrick, and commodities like Bitcoin, gold, oil and natural gas, while also promoting Tony's upcoming TG Macro Conference in Nashville, highlighting the value of in-person connections and diverse perspectives.