Abby Joseph Cohen on AI Stocks, Investing Amid Dollar Weakness

• The stock market rally is broadening beyond tech, with opportunities in other sectors and small/mid-cap stocks.
• A deceleration in the rate of AI expansion is anticipated later this year, though not a decline.
• Concerns exist regarding a weakening US dollar, potentially leading to higher inflation and interest rates, impacting equity valuations.
• A global shift is observed with other nations, particularly in Asia (China, India), performing well and moving away from a dollar-based economy.
• Erratic US government policies, such as trade policy, are seen as unhelpful for international business planning.

Abby Joseph Cohen discusses the broadening of the stock market rally beyond tech, highlighting opportunities in other sectors and international markets. She expresses concerns about the weakening US dollar's potential impact on inflation and interest rates, as well as the 'erratic nature' of US government policies. The conversation also touches on global shifts away from dollar-centric trade and the increasing acquisition of gold by central banks.