As of Thursday's market close, the S&P 500 was up over 16% for the year. That's a fantastic year, right? Let alone six months return. If they start catching up to the rest of the market, and that's usually what happens over time, this bull market could be for real. We have seen some strength in industrials. Retail actually showed some signs of life just recently.
Some are saying it’s a bull market, we’re calling it a giddy one.
(00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed’s plan to “skip” a rate hike. - How a small group of companies are driving market returns, and why the rest could catch up. - Why the market was hungry for shares of restaurant brand Cava.
(19:11) Polina Pompliano shares some unconventional business advice and insights from her new book Hidden Genius: The secret ways of thinking that power the world's most successful people.
(35:13) Ron and Matt break down two stocks on their radar: Chevron and Burford Capital.
Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR
Host: Dylan Lewis Guests: Matt Argersinger, Ron Gross, Polina Pompliano Producer: Ricky Mulvey Engineer: Dan Boyd
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