What do you make of this second day market action?
speaker1
Sylvia Jablonski
We'll have to wait and see; it's going to be a day-by-day thing with a lot of volatility before we know how long this will go on.
Barry Knapp said an oil price spike is deflationary like a consumer tax/tariff. How much damage does it do to consumer, markets, economy?
speaker1
Sylvia Jablonski
Oil price could be inflationary, impact inflation, and perhaps curtail the amount of rate cuts the Fed will be able to do.
Sylvia Jablonski
There are opportunities in the market, like drone companies (Kratos, AeroVironment), modern AI stocks, future of warfare.
How do you watch the fallout/ripple effects from problems in private credit (Blackstone withdrawals) and underperforming financial stocks?
speaker1
Sylvia Jablonski
Financial stocks continue with underperformance/lack of opportunity. For credit, we'll have to see if this stabilizes or leads to additional credit events/defaults/withdrawals.
Is it time to go bargain shopping in software stocks?
speaker1
Sylvia Jablonski
Software stocks interesting; getting AI panic but huge TAM and integrated workflow. Those that figure out how to level AI on top could charge more.
Looking at supply chain of ongoing conflict, companies like Kratos are on the move.
speaker1
Sylvia Jablonski
Seeing volume go into AI modern warfare ETF (JEDI); future of war is decision priority/dominance vs. manpower.