Juggling Dynamite

Don’t kid yourself. If you have money in the stock market, you are not in a different stock market; you are in the most overvalued, leveraged stock market in history. Fact.

On this episode of the WTFinance podcast I had the pleasure of welcoming back Mike Green. Mike Green is Chief Strategist and Portfolio Manager at Simplify Asset Management, and one of the most influential voices on market structure in finance today.

During our conversation we spoke about the current situation in markets, the ever increasing leverage through ETF’s, what this means for market structure, geopolitical impact and more.
Here is a direct video link.

A historic take-back period is baked into current pricing.

The US stock market’s rally to new highs has been propelled by so few stocks that it’s reminding some on Wall Street of the runup to the dot-com bubble. George Noble, Managing Partner of Noble Capital Advisors, discusses the AI trade and how he believes the coming bust would be much worse than the dot-com bubble fallout.  Here is a direct video link.