There are some stunningly large data points pulling the market in different directions between cash on the sidelines and market valuations. These numbers can be a little paralyzing for investors without context and sifting through the signal versus the noise. Plus, space investing is having its week in the sun and wrapping up second quarter earnings.

Matt Frankel, Jon Quast, and Tyler Crowe discuss:

– The massive cash pile sitting on the sidelines

– How they invest when broader signals say the market’s overvalued.

– The fast changing landscape in the space indsury

– Second quarter earnings surprises from Dlocal, Circle Internet Group, and Sea Limited.

Companies discussed: BAC, BA, LMT, RKLB, FLY, NOC, DLO, CRCL, SE

Host: Tyler Crowe

Guests: Matt Frankel, Jon Quast.

Engineer: Dan Boyd

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Amey Goerlich - Amazing Improviser