

Why The S&P Just Hit A Record High — Despite Soaring Yields
Ed Elson is joined by John Mowrey to unpack the market’s current dynamics and where he thinks stocks are headed next after notching fresh records. Then, Robert Armstrong returns to break down the state of the housing market, what it will take for conditions to improve, and whether now is the right time to buy a home.…

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What people are saying
“I dunno if I’m alone but when I start hearing AI boom I just skip past the guest 🤣”
“I disagree with this guest. But I do appreciate you interviewing someone with a contrarian view.”
“That segment around 34:11 where you point out that practically every major legacy media outlet and production studio just fell into the hands of a single dynasty backed by sovereign wealth funds is insane. In chapter 44 the watchers from pr…”
“ED THE SOCK COMMENTS Alright, I watched the whole thing. Here's my take. Three segments, and every one of them is the same story wearing a different hat. First, the markets. Bond yields at 5.3%, highest since 2002. Oil above $100. And the S…”
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