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AI, Private Credit, and the Return of Easy Money with Brooks Cutright, Portfolio Manager at Hedgeye Asset Management | Ep #247
The AI trade just suffered a major semiconductor sell-off—but is this the beginning of the end, or a buying opportunity inside a long-term bull market?
In this episode of Payne Points of Wealth with Brooks Cutright, Portfolio Manager at Hedgeye Asset Management, we uncover the hidden forces driving Nvidia, Apple, Microsoft, Micron, SanDisk and other major technology stocks. The recent volatility may have less to do with collapsing AI demand and more to do with index rebalancing, ETF flows, and hedge funds positioning around hundreds of billions of dollars in predictable trades.
But the bigger…
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