Erik YWR, global investor and author of the Your Weekend Reading Substack, joins Monetary Matters to make the case that the stock market is headed higher, and that investors are far too bearish. Erik argues that with corporate earnings growing at double digit levels, valuations can get a lot higher from here. Several tailwinds that support this ongoing bull market include strong fiscal spending, high and durable earnings growth worldwide, a strong banking sector that is about to be unleashed, and technological transformations in AI, semiconductors, electric grids, and grid transformation. Recorded on November 6, 2025.
Follow Erik YWR on Twitter https://x.com/erik_ywr
Follow Jack Farley on Twitter https://x.com/JackFarley96
Pieces discussed:
“YWR Killer Wave Charts,” October 24, 2025: https://www.ywr.world/p/ywr-killer-wave-charts
“YWR: $200 oil pops the bubble,” October:
https://www.ywr.world/p/ywr-200-oil-pops-the-bubble
“YWR: China Trip Highlights,” November 3, 2025: https://www.ywr.world/p/ywr-china-trip-highlights
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