Todd joined PreMarket Prep this morning to discuss Micron’s explosive earnings and revenue revisions, the role memory stocks are playing in both growth and “value” ETFs, and why today’s selloff may be more about an overextended Asia/semiconductor trade than a broken market.
He also walked through emerging markets, the dollar, rates, gold, crypto, and why he still believes investors need to separate short-term volatility from the broader secular uptrend.