Sanjac Alpha's Wells: This can't go on forever, but ride carefully for now

Andy Wells, chief investment officer at Sanjac Alpha, says the market is in uncharted territory, but that's not just about record highs, but also because the Federal Reserve is in a position where it will be cutting rates with the market at highs and with the underlying conditions suggesting that a cut isn't warranted or necessary. Making cuts will appease the market, but it may lead to a steeper yield curve, which has Wells concentrating on the short end of the curve to minimize duration risk. Wells says that nervous investors are right to think that the market can't rise forever, but it can keep going up for years, so the fear of missing out is as real as the concerns that the markets are topping and investors need to find a balance between the two.

Brian Potts, founder of Goods Unite Us and the creator of the Democratic Large Cap Core ETF — The DEMZ fund — brings his take on "politically responsible investing" to the Market Call, a day after Hal Lambert of the Maga ETF was on the show. He'll talk about his fund's methodology -- and how the research could allow him to create a Republican counterpart to his current fund — and his take on some stocks will include some surprising agreement (and not surprising disagreements) with Lambert on a few names.

Plus, Chuck answers a listener's question about dividend investing and why the benefits of regular payouts don't always translate to superior performance when compared to stocks that don't pay dividends.