Eric Jackson, CIO of EMJ Capital, discusses how conditions are ripe for an "everything rally" reminiscent of the bull rally of the early 1980s.

*This video was recorded on October 11, 2024

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0:00 - "Everything Rally" Is Here

3:13 - Comparing 1982 To Today

7:35 - Bond Yields And Stocks

10:52 - Fed 50 Bps Cuts During Crises

12:48 - What Is "Everything Rally"

14:20 - Conditions For Bull Run Today

17:32 - China's Stimulus

18:40 - Inflation Vs. Tech Stocks

22:00 - Stock Market Ex-Mag 7

26:20 - Capital Rotation Out Of Big Tech

27:45 - NVIDIA

29:20 - Tech Valuations

31:10 - What Could Turn Eric Bearish?

33:00 - Is Tech Recession-Proof?

#stocks #investing #economy