About this episode
Victor Dergunov, The Financial Prophet , on very interesting current market dynamics (1:20). Mag stocks, strong conviction picks (4:35). Fed, monetary policy, healthy USD, interest rates (19:00). Earnings season underway - look for delinquencies (27:20). Amazon and Netflix bullishness (32:50). AI spending concerns (35:20). Show Notes: Why The Market May Hit A Wall Here Here's Why I Increased My Tesla Position Alphabet: Still A Buy Palantir: It's Just Too Expensive Here Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions