S&P 500 Highs, AI Energy Demands & The Crypto Market Bleed | Money Moves
The S&P 500 continues its record-breaking momentum, fueled by the explosive growth of artificial intelligence and shifting expectations around Federal Reserve rate cuts. While the stock market celebrates all-time highs, the broader economy presents a fractured reality, with home foreclosures hitting a six-year peak and nearly $1 trillion in commercial real estate debt maturing. This divergence presents a unique landscape for contrarian investors looking to capitalize on mispriced assets across both equities and distressed real estate.
Beyond traditional markets, the conversation dives deep…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.