Ross Mayfield is an investment strategist at Baird. He joins Phil Rosen on Full Signal to discuss his most bullish sector picks, opportunities and traps in the current AI trade, whether to buy into the software sell off and more.
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Timestamps:
0:00 - Intro
0:21 - Bull Market Divergence
1:23 - AI Trade Not a Bubble
4:17 - Software vs Semis Split
7:13 - Geopolitics and Stimulus
11:10 - Dip Buying Psychology
13:02 - Client Fears Debt Dollar
16:45 - Sector Picks Industrials
19:36 - Housing and Defensives
22:47 - What Turns Bearish
26:17 - AI and Jobs Debate
28:58 - Where to Find Ross Online
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