The Wild Ride of Markets, Retail, and Nuclear Energy | Jeff Macke Joins us on Trends with Friends

This week, we’ve got the one and only Jeff Macke joining us for a no-holds-barred breakdown of what’s happening in the markets. We’re talking China’s big market breakout, retail trends heading into the holiday season, and AI breathing new life into nuclear energy.

Here’s what we dive into:

• China’s comeback: What does it mean for global markets?

• Retail madness: Dave & Buster’s as a surprise holiday winner?

• Nuclear energy’s AI-fueled revival: Data centers are power-hungry, and it’s about to get wild.

• Consumer discretionary stock rotation: The next big market move?

• The "degenerate economy" index: What’s driving it, and why it might matter more than you think.

Skip Ahead

(00:00) Introduction and market overview
(00:33) Special guest: Jeff Mackey
(03:06) Discussion on China
(16:55) Retail market insights
(17:31) Dave and Buster's analysis
(28:36) Home Depot and holiday sales
(32:21) Supply chain disruptions and retail impact
(34:54) AI and the nuclear power revolution
(35:58) Energy demands and utility industry shifts
(39:57) Market trends and sector rotations
(48:08) Global market performance and divergences
(54:04) Emerging industrial stocks
(58:06) Degenerate economy and investment strategie