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Is October as scary for stocks as its reputation? Clockwork Tower Group Chief Macro Strategist Eric Wallerstein says he's the most bearish he's been outside of COVID, pointing to two wars, high commodity prices and global rate hikes, and warns the bond market may break before AI does after a rough stretch for European bonds. Milk Road Co-Owner Kyle Reidhead argues earnings and AI growth will carry the market, and Washington Crossing Advisors Senior Portfolio Manager Chad Morganlander explains what tight credit spreads say about the AI trade and what could end it.
00:00 Is October scary for stocks?
00:52 Eric Wallerstein: "The most bearish I've been" since COVID
01:48 Kyle Reidhead: Earnings and AI are driving the market
02:53 Chad Morganlander on credit spreads and narrow leadership
03:41 What could end the AI trade?
04:25 Diversify, don't sell
05:04 Wallerstein: The bond market will get us first
05:36 Europe's worst bond day since Russia-Ukraine
06:38 Is something about to break?
06:54 AI hype and venture funding
#StockMarket #BondMarket #AIStocks #YahooFinance
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