Transcript:
Caroline Woods: Pullback playbook, jump in or hold back?
Art Hogan: I think it’s time to jump in I think this pullback is presenting a great opportunity for investors.
Caroline Woods: AI still hotter cooling off ?
Art Hogan: It’s still hot
Caroline Woods: Earnings season, red flags or reassurance?
Art Hogan: Very much reassurance.
Caroline Woods: Palantir slump. Buy the dip or wait for lower?
Art Hogan: I’d wait for lower. Palantir is up far too much.
Caroline Woods: Nvidia ahead of earnings. Get in or stay on the sidelines?
Art Hogan: There’s two kinds of people in the world, the kind that own Nvidia and the kind that wish they did get in.
Caroline Woods: Trump tariff ruling. Bigger risk or bigger reward?
Art Hogan: Bigger risk. A lot of confusion.
Caroline Woods: Stock market price is right or overpriced.
Art Hogan: Price is right
Caroline Woods: Mag seven still, the leaders are time to move on?
Art Hogan: Mag 7 plus the other four AI darlings. It’s not time to move on.
Caroline Woods: December rate cut. Yes or no?
Art Hogan: Yes the December rate cut is locked and loaded.
Caroline Woods: Recession delayed or dodged?
Art Hogan: Dodged recession dodged.
Caroline Woods: Consumer strength, holding on or alarm bells?
Art Hogan: The upper end consumer is doing fine. The lower end consumer is really hurting here.
