Goldilocks? Navigating Record Highs And Future Risk

In this episode, long-time colleagues Michael and Emily delve into the current state of the financial markets as they hit record highs. They discuss the impressive rebounds seen in meme stocks and high beta ETFs, along with the broader market's resilience despite underlying concerns. Key topics include the potential for continued bullish momentum, the impact of Federal Reserve policies on interest rates, and the influence of macroeconomic data on market trends. They also explore the unique market dynamics characterized by large-cap stock leadership and the relative underperformance of small-cap stocks. The conversation wraps up with insights into the future trajectory of financials, the housing market, and the speculative surge in Bitcoin.

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