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Reruns and Revolutions in the Market Cycle
Manage episode 515202466 series 3520061
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Markets in 2025 are testing investors’ ability to read a changing cycle. Between AI-driven innovation, shifting monetary policy, and new waves of economic nationalism, signals are mixed but momentum is building in unexpected areas.
In this episode, David Russell, the Global Head of Market Strategy, TradeStation, joins host Jim Jockle to discuss how today’s environment mirrors past inflection points, why AI and automation are widening their reach across sectors, and what indicators he’s watching most closely as 2026 approaches.
Chapters
1. Reruns and Revolutions in the Market Cycle (00:00:00)
2. Setting The Stage: Tech Meets Macro (00:00:06)
3. 2025’s Rollercoaster And AI’s Rebound (00:01:06)
4. Parallels To The 1990s Bull Market (00:03:17)
5. Tech Cycles, Froth, And Real Adoption (00:06:44)
6. How AI Changes Trading Workflow (00:10:04)
7. MCP Standards And The Next Wave (00:12:04)
8. Sector Leadership: Chips, Defense, Crypto (00:13:44)
9. Rare Earths, Quantum, Space, And Nuclear (00:17:02)
10. Jobs, AI, And White‑Collar Pressure (00:20:48)
11. 1970s Versus Today: Inflation Checks (00:23:55)
12. Key Risks Ahead: Tariffs And Dollar (00:27:02)
13. Strategy, Discipline, And The NASDAQ Focus (00:29:35)
14. Closing And Listener Invitation (00:31:31)
56 episodes
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