What John Howell said in this video:
- Otherneutralmid-termThe host prefers bonds over gold right now, but gives no standalone directional call on gold itself.Source
- TLTbullishlong-termThe host discloses he is currently invested in the bond market and sees the long-term capitulation and V-bottom on TLT as signaling an imminent mega rally.Source
- AI Capexnegative for stockslong-termThe host sees excessive capex flowing into the AI boom as an overheating effect that could create market kinks next year and feed a bear market.Source
- Othernegative for stockslong-termCiting historical bubble patterns where a slew of IPO supply signals a top, the host expects an equity top to form and a rough, possibly true bear market year in 2027.Source