"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)

Alison Savas is joined by Ian Harnett, the co-founder and chief investment strategist of Absolute Strategy Research.  Ian shares big picture macroeconomic perspectives and views on the state of global stock markets.  This is part 1 of a 2-part interview.  Key Times: What Fed Governors are thinking right now: 1:40 US macro + takes on recent economic data: 5:00 Is the good news all priced in? 10:00 Narrow earnings growth in the US: 14:00 Growth outside the US: 16:00 The energy capex cycle: 27:00 AI: 30:45 Overweighting the USD: 36:00 Ian's rate cut call: 45:00