Top Investment Chief: 3 sectors to BUY for the AI trade's next decade

Andy Goldberg is the chief investment strategist at Nomura Asset Management International (https://nomuraassetmanagement.com/). He joins Phil Rosen on Full Signal to discuss the bull and bear case on the AI boom, whether hyperscaler debt and circular financing are red flags, the three sectors that benefit downstream from AI, and why he'd welcome a Fed rate hike.This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - AI early innings4:23 - Forward valuations8:00 - Bearish narratives10:24 - Hyperscalers turn to debt12:38 - Owning the AI trade through debt14:08 - Nvidia and circular financing18:30 - Cyber risks and data center backlash20:59 - Healthcare24:57 - Industrials27:47 - Financials32:49 - Rates and the broadening trade38:13 - How higher rates cap valuations39:52 - Find Andy's work#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed