Investors can’t help but feel like the stock market might be riding on the thin skin of a bubble, but the facts will tell us that even if we are, it doesn’t mean we should not expect more strong returns based on trends and price action. Carson Wealth’s Ryan Detrick and Sonu Varghese join the show to help up separate how we feel, and what’s really happening i ... Show More
Apr 2018
Adventures in Finance 63 - Reality Check? The Case for Stocks
After a treacherous few months for equities, investor sentiment appears to have turned relatively ursine. But is the reality that stocks will continue to rise in the short-term at least? Neil Azous of Rareview Macro makes just that case. Plus, in the long/short segment, Grant Wil ... Show More
54m 53s
Jul 2025
Is The Stock Market In Bubble Territory?
Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & Johnson. (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Is the market in a bubble? - Google’s $25 billion data cen ... Show More
18m 7s
Jan 2025
Guess Who's Back (Ep. 119)
<p>The investing world is buzzing as markets rally, inflation softens, and a familiar political figure makes headlines.</p><p>How do these factors shape the current economic picture? What are the implications for portfolios and policies in the months ahead?</p><p>In this episode, ... Show More
38m 21s
Oct 2025
1234 - 💥The AI Bubble Explained: Are We Repeating History in the Stock Market?
Investors are calling today’s AI surge the next “dot-com” bubble — but is it really? In this episode, Akil Stokes breaks down the parallels between today’s AI giants like Nvidia, Microsoft, and Google, and the tech mania of the late 90s. Learn why market concentration in the S&P ... Show More
11m 26s
Jul 2025
Wall Street Roundup: AI trade, market melt up
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ... Show More
11m 6s
Dec 2024
Are US stocks too expensive?
<p>Ruchir Sharma, an investor and frequent contributor to the FT, came out and said it the other day: The US stock market is in a bubble. But is it a bubble or just the rational behavior of investors who believe the US really is exceptional? Today on the show, Katie Martin and Ro ... Show More
20m 12s