Our commodities a buy here. Hi everyone. Welcome to the Real Vision Daily briefing with me today is

Ms Schneider, chief strategist at market gauge and part of the RV marketplace. You can find

market gauge research on both macro and the crypto space over on the RV marketplace.

Because as all of you know, Ms and her team do amazing work in both of those worlds.

So we're lucky to kick off the week with you,

Mish. Hey there. So great to see you, Maggie, and team behind you,

real vision, audience.

That's right. Brian and Super Mario are on the job today as they always are. So we've got a really busy week and we really are anymore. We've got a foot in both worlds all the time because we know that Bitcoin EDF has been moving and there's been a lot of stuff going on but I want to just start with equities and if we look across the market we had tech rallying again. The NASDAQ was up 1%. I'm not sure where we're settling here, but we saw nice gains once again driven by those mega cap tap mega cap tech names, we Google, Apple, and we're hanging on to, not quite where we were at the

highs, but hanging on to Gaines, Invidia again.

But we saw the S&P 500 up to lesser extent the Dow.

It was only the Russell that really didn't participate.

We saw those yields inching up again.

And then we had, of course, the dollar, a little bit weaker.

But it seems like those two markets a little bit on hold for the Fed.

So let's talk about these tech stocks.

Every time I feel like people are like they peaked, I'm gonna take profits, this is it, we see another rally.

What are you thinking about when you watch what's happening in the tech space?

Well, I think the rally today was in anticipation of this meeting that they're having

it in video to talk about the future of in video and AI and there's obviously a lot of

optimism and we know long-term there should be optimism but I don't look at it as whether or not we've peaked. This is the way I'm looking at it right now.

I think that even if Invidia went up another 150 points from here and I wasn't in it I wouldn't even be upset because the bulk of the move to my feeling is has happened already just looking at that stock. What happened with Apple and Google, you know, that's an interesting bit of news. And it will be amazing for iPhones if they figure out using AI with Google, I should say alphabet, technology, does that make improvements?

And God knows Apple needs it because Apple has been stagnating and really has been at a loss at new technology for quite some time.

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