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#972 - How High Can Equities Fly? with Steve Miley

Real Vision: Finance & Investing

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Massive Outperformance, Impact of Reverse Repos, Bearish on the US Dollar, and Bullish Outlook for Tech Market

This chapter discusses the significant outperformance of the NASDAQ 100 compared to the Russell 2000 index, their bearish view on the US dollar, and the potential rise of commodities. They also touch on the impact of reverse repos on yields and the Fed balance sheet, as well as their bullish outlook on the tech rally and AI-driven market.

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