Bullish Financials with Larry Thompson
Couldn’t join the crew this week, but Phil Pearlman, JC Parets, Michael Parekh, and Larry Thompson took over and dug into:
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A look at semiconductors and their market impact
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Why financials may have their day in the sun
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Apple’s AI strategy and its role in personal health tech
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The coming wave of AI in everyday life
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Hidden opportunities from “Trends with No Friends”
Here are the charts from this week
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Skip Ahead (because who’s got time?)
(00:00) Introduction and semiconductor market analysis
(06:17) We are at the beginning of the beginning of the AI wave
(13:42) The case for financials outperformance
(33:20) Bonds and yield curves
(38:53) Apple’s AI strategy and health tech innovations
(51:32) The future of personal health data and AI assistants
(58:57) Trends with No Friends: Aramark (ARMK) analysis
(01:01:16) Closing thoughts and market outlook
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