Muse's victims, the human survival premium, and trade down size down | Market Hang

Meta's Muse agent is minting winners and producing victims, and Turney Duff opens by asking how you invest when a stock can fall 40% overnight on an AI headline. Brian Sozzi argues the market got Expedia wrong. Jessica Inskip of StockBrokers.com explains why yields at 2007 levels changed who buys Treasuries, and how she reads social media as a signal. Talley Léger of The Wealth Consulting Group says the market is carrying a human survival premium. Plus why nobody here will give Muse their password. Featuring Turney Duff, Host, Market Hang, Yahoo Finance Jessica Inskip, Director of Investor Research, StockBrokers.com Talley Léger, Chief Market Strategist, The Wealth Consulting Group Brian Sozzi, Executive Editor, Yahoo Finance Timestamps 0:00 Welcome to Market Hang 0:32 A science fiction villain named Meta Muse 1:17 AI is driving the market and it is the biggest risk in it 2:12 Why Expedia is getting slammed, and why that is wrong 2:45 Creative destruction, and what disruption does to margins 3:37 These companies are agile, and that is the misconception 4:18 Are you using Muse yet? 4:57 A former Goldman executive who will not hand over his password 5:55 Buy a separate machine, open a separate bank account 6:36 The pivot from the Magnificent Seven to the other 493 7:17 The worst early adoption of my life cost $2,000 7:49 Muse blocked by Amazon, and whether the agents play nice 8:49 Consumers were convinced the internet was free 10:33 Jevons paradox, and why ATMs created more bank tellers 11:11 Smart glasses, Connect and Project Phoenix 12:02 Privacy, consent, and who is recording you 13:06 Should an investor even watch the day to day? 13:21 Market mechanics and market fundamentals are different things 14:10 Do data centers need a better PR firm? 15:03 How would you trade a bubble? The greatest trade of all time 16:08 The goalkeeper's paradox: When in doubt, do nothing 16:41 The bubble is in bubble talk 16:54 A pullback should be a gift, not a punishment 17:12 A regime shift, and yields we have not seen since 2007 17:39 Tariffs, exported dollars, and who buys Treasuries now 18:50 What is the new worrying level on the 10-year? 19:03 It would take double digits to break the stock market 19:24 Velocity matters more than the level 21:33 Nobody knows how much AI they already own 22:46 Social media as a signal, and an algorithm that works like the market 25:19 Trial reels, and testing three hooks on one video 26:57 If AI gets cheaper, who benefits? 27:35 Put the data centers in space, or in the ocean 28:37 Where do you stand on the extinction of mankind? 29:45 The human survival premium embedded in the market 30:07 We are not even in the first inning 31:03 Buy the equal weighted S&P, or the 493 32:40 Reddit is the cleanest place on the internet 35:51 Making AI agents pay to cross a paywall 37:07 Xi and Trump, and whether the meeting is the message 38:23 What a China breakthrough would mean for Nvidia 40:54 Where does space fit in a portfolio? 42:24 The company cleaning up debris in orbit 43:46 The market hates uncertainty, and it is going up anyway 44:26 Why oil is at 90 and not 200 45:15 Volatility is fire, and we were frightened of that too 47:28 Six dollar diesel, and when it shows up in earnings 48:19 The market's ability to ignore an export ban 50:03 Companies pulling back on GLP-1 coverage 53:00 Trade down, size down #MetaMuse #AIStocks #Yields #MarketHang #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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