Chris Verrone, Strategas Partner & Head of Technical & Macro Strategy, discusses the challenges of a short dollar call. Wells Fargo Chief Economist talks about the high bar for a September rate hike. UBS US Homebuilders & Building Products Equity Research Analyst highlights labor as the biggest headwind for US homebuilders. Morgan Stanley Investment Management Managing Director expects a strong fourth quarter. Jefferies Senior Equity Research Analyst discusses post-summer state of airline travel.

Joining the discussion are Adam Parker from Trivariate, Lauren Goodwin of New York Life Investments, Kristina Hooper from Invesco, market analyst Chris Verrone, and shareholder Michelle Ross from Stempoint Capital. The guests delve into bullish prospects in the industrial sector and where investors can find strength in the current bull market. They also address the market's reaction to recent rules on weight loss drug pricing, alongside key trends in technology and semiconductors. Expect insightful forecasting amid economic uncertainty!

Chris Verrone, a technical analyst, discusses the impact of lighter CPI data on record-high stocks and potential Fed rate cuts. The spotlight is on Banks hitting a 52-week high, with insights on where the group might be heading next based on charts.

Lori Calvasina, Chris Verrone, and Jason Rekate discuss market valuations, catch-up trade potential, global markets, tech companies' compensation shifts, and nuclear energy strategies. The podcast also touches on Costco shopping banter and upcoming economic events.

Saleem Khan from VettaFi discusses advisor behavioral trends using behavioral intelligence data. Chris Verrone talks about the Strategas Macro Momentum ETF, focusing on technical analysis. Topics include advisor interest in US equities, dynamic allocation strategies, BuffC ETF for downside risk management, and market trends for the upcoming election cycle.