On today's show we discuss why it's so difficult to call the top, why earnings matter so much, we were due for a correction, valuations aren't that crazy, good news for low income Americans, how the housing market is impacting the stock market, why . ...
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Low income Americans and young people are more involved in the stock market than ever before.
On today's show we discuss investing in data centers, airports and other types of infrastructure assets with Scott Litman from CION GCM Grovesnor.
From the bottom in early-April the S&P 500 is up more than 32%: The Nasdaq 100 has rallied nearly 42% from the lows. Since the start of June, the stock market hasn't experienced a drawdown of even 3%. That April volatilty was intense but the market . ...
Can anyone call the top in this market?
Is stock market concentration here to stay?
On today's show we discuss the melt-up phase of the AI boom, there is a bubble in bubble predictions, no one is going to call the top, hyperscalers vs. the labor market, international stocks are outperforming, Taylor Swift, junk stocks, the top 1% vs ...
Some thoughts on how to feel rich and why so many Americans are miserable despite being the richest country in history.
On today's show we discuss PIMCO's outlook on the fixed income markets, their best ideas, how to think about the 60/40 portfolio and more with Jason Duko.
The stock market vs. earnings during bull and bear markets.