On this episode of On The Tape Mike Wilson of Morgan Stanley is back for his quarterly appearance! We discuss Nvidia earnings becoming a big macro event, the AI gold rush, finding relative value, interest rates, active vs. passive investing, the labor market, bank stocks, energy stocks left for dead, similarities to the late ‘90s, when valuation matters, the election.
0:00 – AI Gold Rush
10:15 – Small Caps
12:50 – Yields
26:00 – Labor Market
28:00 – Banks
31:15 – Energy
34:20 – 90’s Comps
48:15 – Valuations
50:30 – Election & Geopolitics
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