The U.S. Government shutdown has done little to scare investors off of ‘Risk Mountain’, as stocks, Bitcoin and Gold are all at record highs. With no end in sight, at what point do investors stop believing that government dysfunction won’t hurt their portfolios, or will something else scare away their exuberance. SoFi’s Liz Young Thomas shares her perspective ... Show More
Oct 2025
Investors turn to private economic data
The leaders of Goldman Sachs, JPMorgan Chase and Citi warned that investor exuberance risked driving financial markets into bubble territory, and US investors are hunting for private data as the federal government shutdown is blocking the release of crucial reports. Plus, silver ... Show More
11m 36s
Sep 2025
Markets hold firm as shutdown fears loom
European markets closed higher yesterday, buoyed by strong performances in the healthcare and luxury sectors. In the US, concerns over a potential government shutdown failed to dampen investor sentiment, as a rebound in AI-related stocks helped support equity markets. Beyond mark ... Show More
13m 11s
Aug 2021
Keep Riding the Record Rally?
Brian Sullivan and the Investment Committee debate how much is left in the tank for stocks, as the market posts new record highs for the month. Is a correction coming this fall?
Plus, big news on PayPal. And, the latest damage from Hurricane Ida and how it will affect the ene ... Show More
44m 38s
Jan 2024
Another Round of Records Prompts the Question, “What Slowdown?” 1/22/24
<p>The S&P and Dow both closing at records for the second day in the row, and a handful of consumer names from Marriot to Mastercard also hitting all-time highs during the session. So what’s become of this slowdown we were all expecting? Plus, Japan’s stock market is at 34-year h ... Show More
43m 19s
Oct 2025
Shutdown drags on, AI fuels record highs, Trump eyes farmer bailout
US stocks edge higher as Wall Street extends its record run despite the government shutdown entering day three. Economic data remains frozen, with the September jobs report delayed, but investors continue to ride the AI wave as Nvidia (NVDA) and OpenAI unveil new partnerships. Pr ... Show More
21m 49s