Bubble or Bargain? Unpacking the AI Sell-Off as the Fed Pauses
Doug Johnson, Senior Investment Strategist at HCM Wealth Advisors and CPAs, breaks down the Fed's October rate decision as it happens and looks at what's behind the recent volatility in AI stocks, from widening credit spreads to crowded positioning. He also explains why he doesn't buy the 2000 bubble comparison and walks through year-end expectations, including midterm scenarios, bond yields, market breadth, and how HCM is positioning portfolios.
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Doug Johnson reacts live to the Fed decision, unpacks the AI sell-off, and previews what the…
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