On today's Talk Your Book we speak with Invesco's Paul Schroeder about the Nasdaq 100, index methodology, tech fundamentals, fast entry timelines for IPOs and more.
On today's show we discuss all-time highs in margin debt, the small cap rally, the hyperscaler dilemma, why Micron is up so much, everything is outperforming the Mag 7, concentration is normal, no signs of a recession, rich people everywhere, the ...
On today's Talk Your Book, we speak with Ryan Issakainen fro, First Trust about investing in the buildout of a new power grid, AI bottlenecks, data centers, thematic ETFs and more.
On today's show we discuss why diversification is working again, how AI is creating more winners and losers in the stock market, why the Mag 7 is underperforming, the triple-digit club, why investors are holding more cash, rich people who complain .. ...