The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup
Published: July 17, 2026
Duration: 53:48
The market’s most crowded trade is beginning to crack, but where the fallout spreads next remains unclear.
This week, we dig into the violent momentum unwind and mounting pressure across the AI trade.
We explore the damage of leveraged ETFs, Korea’s retail reckoning, a potential value revival, renewed Iran oil risks, and why Quinn is bullish real estate in the right places. Enjoy!
TIMESTAMPS:
00:00 Intro
02:01 The Momentum Trade Unravels
06:22 Leveraged ETFs Are Breaking Mark...