Exploring Earnings Growth Amid Economic Activity

The world is in love with US stocks right now. Valuations are at or near all-time record highs. Same with measures of euphoria and investor confidence in stocks. US stocks have never made up as a great a percentage of global market cap as they do now. Retail investors (including seniors!) have never been this long stocks. As portfolio manager Lance Roberts explains in this interview, we only see conditions like these are market peaks. So, is the stock market peaking here? Lance and I discuss the odds, as well as his key takeaways from 2024, his market outlook for 2025, and his firm's recent trades. For everything that mattered to markets this week, watch this new Market Recap. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com