On today’s show we discuss hyperscalers vs. semiconductors, 10 reasons to be bearish, Nvidia is cheap, analysts are good at forecasting earnings, why small caps are booming, investors still chase performance, why the stock market is more important now, the AI doomers are wrong (for now), bond yields are higher, what makes you rich, Dave Matthews Band and more.

On today’s Talk Your Book we speak with Alex Morris from F/m Investments about the Fed, what the bond market is telling us, the debasement trade, Kevin Warsh and more.

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.