Kevin Mahn:Recession vs Bull Run, Looking at Historical Fed Cut Results

Kevin Mahn goes back to the history books to gauge the likelihood of recession vs a market climb after the recent Fed rate cut – and he’s more on the bullish side. “There’s more investment coming” in technology and AI, he says, citing Nvidia’s push into OpenAI. He is critical of the Fed and thinks they should have cut rates back in June and expects another two before the end of the year. Kevin shares some picks within the AI ecosystem beyond big players like NVDA, including HVAC maker Comfort Systems

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Disclosure: Hennion & Walsh Asset Management currently has allocations within its managed money program and Hennion & Walsh currently has allocations within certain SmartTrust® Unit Investment Trusts (UITs) consistent with several of the portfolios management ideas for consideration discussed during this interview.