Investing Experts This unbelievably strong stock market
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Oct 19, 2025 Hardika Singh, an economic strategist at Fundstrat, discusses the surprising strength of the current stock market despite geopolitical tensions. She emphasizes the impact of AI on tech and utilities, revealing which small-cap stocks are thriving. Hardika explains the importance of buying the dip, and how recent economic data might already be priced in. She also shares insights on gold's unexpected rally and highlights the Global X Uranium ETF as a play on rising power demand. With a bullish outlook, she offers practical advice on stock valuation and long-term investing.
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From Bearish Vacation To Bullish Shift
- Hardika recounts being bearish during tariff headlines while on vacation in Mexico and seeing volatile markets after landing.
- That experience shifted her toward a more optimistic view as markets repeatedly recovered.
Bad News Triggers Short Hits, Fast Recoveries
- Bad news briefly hits stocks but markets recover quickly because much is already priced in.
- Investors are waiting for reasons to doubt the bull market, which fuels volatility and rapid rebounds.
Circular Investments May Be Necessary For AI Scale
- The 'this time is different' worry is common, but she argues massive circular investments are needed for AI scale.
- She believes building compute capacity rapidly may be more important than fearing an immediate bubble pop.