Dan Caplinger

Lou Whiteman, a seasoned financial commentator, and Dan Caplinger, a veteran analyst, dive into the dynamic shifts in investing over the past five years. They explore how highly shorted stocks have defied traditional market trends, debating whether this phenomenon signals a new investment paradigm. The duo also unpacks Taiwan Semiconductor's earnings amid geopolitical tensions and discusses the implications of Google’s advancements in medical AI. Additionally, they highlight risks in the banking sector and the potential pitfalls of meme-driven investments.