BofA says investors should think BIG
Wall Street Breakfast
Seeking Alpha
3.8 • 950 Ratings
🗓️ 15 September 2025
⏱️ 6 minutes
🧾️ Download transcript
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:08.0 | Thanks so much for joining us on this Monday, September 15th. I'm Julie Morgan. B of A pitches a big strategy. |
| 0:16.4 | Tesla is ramping production in Germany, and North Korea is reportedly exploiting AI. |
| 0:23.7 | According to BFA, Wall Street, is embarking on a new investment theme, |
| 0:27.7 | encompassing bonds, international stocks, and gold. |
| 0:31.7 | Strategist Michael Hartnett notes that so far, the three biggest investment themes of the 2020s have been ABB, |
| 0:39.4 | anything but bonds, ABC, anywhere but China, and ABD, anything but the dollar, which is still going. |
| 0:47.5 | Hartnett says you can now add big to that, bonds international, and gold. |
| 0:53.1 | He says long big could be used as a barbell strategy to play the |
| 0:57.5 | AI bubble. And I'll tell you what he says about the I in Big. International will benefit from a weaker |
| 1:04.1 | dollar, end of EU Japan deflation, and end of EU Asia fiscal excess. He says China Tech is the optimal way to barbell USAI bubble. |
| 1:15.6 | I'll leave a link in the show notes section so that you can check out the reasoning behind |
| 1:20.1 | the B and G. Tesla is planning to boost production at its German factory for the rest of the |
| 1:27.0 | year, even though sales in Germany are down. |
| 1:30.1 | The plant's chief told Germany's DPA news agency that Tesla is seeing very good sales figures, |
| 1:36.4 | so the company revised their production plans for the third and fourth quarters upward. |
| 1:41.0 | He also noted that the plant serves more than 30 markets worldwide and is seeing |
| 1:46.3 | growth beyond Germany. Official data showed Tesla's July sales in Germany fell by more than half from a year |
| 1:53.8 | earlier, and deliveries in the first seven months of 2025 dropped nearly 58%. Still, the company officials said trends across international markets |
| 2:04.4 | supplied by the plant are turning positive, prompting the company to lift its goals for output. |
| 2:11.8 | A suspected North Korean state-sponsored hacking group used AI to create a deep fake of a military ID targeting South |
| 2:19.7 | Korea. A Bloomberg report states that the hackers use chat GPT to make a convincing fake |
... |
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