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China's AI Advantage and Hedges for the Recession We're Already In
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AI stocks are back in vogue (for about three days now). But will this AI earnings surge continue? The answer is always in the economy, and in this episode we aggregate advice from the top economists in the world to paint a slightly more nuanced picture. Despite blowout earnings from Microsoft (MSFT) and Meta (META), 44% of S&P companies that have reported so far have mentioned "recession" on their earnings calls. We highlight three key events over the next three trading days: Amazon and Apple earnings, the labor report, and ISM services.
Regardless of where things go in May, we provide our ideal hedges for the rocky two quarters to come, including a detailed explanation of treasury ETF basics and Chinese tech ETFs.
AI Stocks Covered: Microsoft (MSFT), Amazon (AMZN), Meta (META), SAP (SAP), IBM (IBM), and many more
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