I sat down with @RyanDetrick to discuss why October stock market weakness is normal, what midterm election history says about stocks, and why the rally is spreading beyond tech. We also discuss AI spending risks, the Fed, record cash on the sidelines, and where bitcoin and gold fit in a portfolio. YouTube: https://www.youtube.com/watch?v=SJM8g3XV03w&t=139s Spotify: https://open.spotify.com/episode/6QuswChf7oijA8JknbAJtt?si=9eT0APWhTzObfejrKcBDEQ Apple: https://podcasts.apple.com/us/podcast/everyone-is-bearish-and-thats-exactly-why-you-should/id1434060078?i=1000798417991 TIMESTAMPS: 0:00 - Intro 1:17 - October weakness & the Q4 setup 5:18 - Money rotating out of tech into the broader market? 7:05 - Nvidia valuations & earnings growth 8:28 - Big Tech’s AI spending risks & how to play tech 12:53 - Record cash on the sidelines & midterm stats 15:05 - The buying thrust signal 16:37 - Fed outlook & does it matter? 18:46 - Earnings & consumer strength 21:51 - Bitcoin, gold & land 23:40 - Rising yields & digital credit 26:25 - Q4 outlook