Veteran journalist and commentator JD Durkin, host of Taking Stock at the New York Stock Exchange, joins Phil Rosen on Full Signal to break down why markets keep shaking off bad news, the rotation out of Mag 7, and the risks that could derail the bull run.
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Timestamps:
0:00 - Intro
0:28 - Markets During Iran Conflict
2:55 - Market Rotation
6:15 - Trump Era Policy Risks
11:01 - AI Trade, Software Selloff
16:37 - The 'Halo' Stock Theory
19:05 - Dollar Discounters Signal Stress
21:38 - Main Street vs Wall Street
23:54 - $200 Dollar Oil?
25:49- Where to Follow JD
26:27 - Thanks JF For Joining The Show!
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