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cover of episode The hands-down best way to play the AI growth trend

The hands-down best way to play the AI growth trend

2025/6/11
logo of podcast Wall Street Unplugged - What's Really Moving These Markets

Wall Street Unplugged - What's Really Moving These Markets

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Shownotes Transcript

The smartest way to invest in AI. Plus, the CPI's cold reading… Catalysts poised to power the markets… A lesson from Circle's (CRCL) rise… Disney's (DIS) flawed growth strategy—and stocks to own instead… And follow Peter Lynch into this stock.

In this episode:

  • What the CPI's cold reading means for the Fed [3:59]
  • Several catalysts are poised to power the markets higher [10:31] 
  • A lesson from Circle's rise: Ignore valuation—focus on this [16:34]
  • Disney's flawed growth strategy—and stocks to own instead [23:18]
  • The hands-down best way to play the AI growth trend [35:30]
  • Follow Peter Lynch into this stock [55:22]

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