On today’s show we discuss why the vibecession is over, experience vs. expertise, reasons to be bullish, reasons to be bearish, small caps on are fire, market concentration, Samsung’s ridiculous profits, retail investors are moving markets, owning the biggest stock, it’s expensive to live in San Francisco, the gambling boom, why car payments are rising and more.

On today’s Talk Your Book we speak with Invesco’s Paul Schroeder about the Nasdaq 100, index methodology, tech fundamentals, fast entry timelines for IPOs and more.

On today’s show we discuss all-time highs in margin debt, the small cap rally, the hyperscaler dilemma, why Micron is up so much, everything is outperforming the Mag 7, concentration is normal, no signs of a recession, rich people everywhere,  the pizza bear market and more.

On today’s Talk Your Book, we speak with Ryan Issakainen fro, First Trust about investing in the buildout of a new power grid, AI bottlenecks, data centers, thematic ETFs and more.