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The Rally Rolls On: Why Markets Keep Climbing the Wall of Worry
Markets continue to climb despite persistent concerns about inflation, interest rates, geopolitical tensions, and lofty valuations.
In episode 62, Noah Brooks and Chris Needs explore why the rally remains intact and whether the fundamentals support further gains. They discuss the growing demand for AI infrastructure, the surge in memory and semiconductor stocks, recent inflation and labor market data, and what changing leadership at the Federal Reserve could mean for investors.
The conversation also covers Bitcoin's pullback, the upcoming SpaceX IPO, and the importance of identifying which…
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