RiskReversal Pod cover image

MRKT Call: Summer Stock Market Vibes

RiskReversal Pod

00:00

The Divergence of the Market

The bearish side of the equation looks more and more foolish, but it doesn't mean the reasons for being bearish have gone away at all. The magnificent seven can't go much higher because evaluations are so stretched, right? Even if you have participation now by industrials, by financials, maybe energy gets back on its horse, that sort of thing, it really, really is going to be a tough challenge,. I guess, relative guy.

Play episode from 26:11
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app