In this video Todd Gordon breaks down the following stock market dynamics– and how investors can reposition for an AI-driven market landscape:
*Inside Edge Portfolios SIG and TAG portfolio updates
*Reduced exposure / beta in both portfolios
*Market technicals – global macro
*Thursday CPI report – March rate cut back?!
*Venezuela conflit – set to escalate?
*Credit spreads and rates
*AI growth trade valuation and spend concerns