Meta’s Muse agent is minting winners and producing victims, and Turney Duff opens by asking how you invest when a stock can fall 40% overnight on an AI headline. Brian Sozzi argues the market got Expedia wrong. Jessica Inskip of StockBrokers.com explains why yields at 2007 levels changed who buys Treasuries, and how she reads social media as a signal. Talley Léger of The Wealth Consulting Group says the market is carrying a human survival premium. Plus why nobody here will give Muse their password.
Featuring
Turney Duff, Host, Market Hang, Yahoo Finance
Jessica Inskip, Director of Investor Research, StockBrokers.com
Talley Léger, Chief Market Strategist, The Wealth Consulting Group
Brian Sozzi, Executive Editor, Yahoo Finance
Timestamps
0:00 Welcome to Market Hang
0:32 A science fiction villain named Meta Muse
1:17 AI is driving the market and it is the biggest risk in it
2:12 Why Expedia is getting slammed, and why that is wrong
2:45 Creative destruction, and what disruption does to margins
3:37 These companies are agile, and that is the misconception
4:18 Are you using Muse yet?
4:57 A former Goldman executive who will not hand over his password
5:55 Buy a separate machine, open a separate bank account
6:36 The pivot from the Magnificent Seven to the other 493
7:17 The worst early adoption of my life cost $2,000
7:49 Muse blocked by Amazon, and whether the agents play nice
8:49 Consumers were convinced the internet was free
10:33 Jevons paradox, and why ATMs created more bank tellers
11:11 Smart glasses, Connect and Project Phoenix
12:02 Privacy, consent, and who is recording you
13:06 Should an investor even watch the day to day?
13:21 Market mechanics and market fundamentals are different things
14:10 Do data centers need a better PR firm?
15:03 How would you trade a bubble? The greatest trade of all time
16:08 The goalkeeper’s paradox: When in doubt, do nothing
16:41 The bubble is in bubble talk
16:54 A pullback should be a gift, not a punishment
17:12 A regime shift, and yields we have not seen since 2007
17:39 Tariffs, exported dollars, and who buys Treasuries now
18:50 What is the new worrying level on the 10-year?
19:03 It would take double digits to break the stock market
19:24 Velocity matters more than the level
21:33 Nobody knows how much AI they already own
22:46 Social media as a signal, and an algorithm that works like the market
25:19 Trial reels, and testing three hooks on one video
26:57 If AI gets cheaper, who benefits?
27:35 Put the data centers in space, or in the ocean
28:37 Where do you stand on the extinction of mankind?
29:45 The human survival premium embedded in the market
30:07 We are not even in the first inning
31:03 Buy the equal weighted S&P, or the 493
32:40 Reddit is the cleanest place on the internet
35:51 Making AI agents pay to cross a paywall
37:07 Xi and Trump, and whether the meeting is the message
38:23 What a China breakthrough would mean for Nvidia
40:54 Where does space fit in a portfolio?
42:24 The company cleaning up debris in orbit
43:46 The market hates uncertainty, and it is going up anyway
44:26 Why oil is at 90 and not 200
45:15 Volatility is fire, and we were frightened of that too
47:28 Six dollar diesel, and when it shows up in earnings
48:19 The market’s ability to ignore an export ban
50:03 Companies pulling back on GLP-1 coverage
53:00 Trade down, size down
#MetaMuse #AIStocks #Yields #MarketHang #YahooFinance
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