
In this week's episode David and Kevin discuss the areas of the market going out to all-time highs, the return profile if you buy at all time highs, and the continued effect semiconductors, storage, and electronic components is having across multiple industries and sectors. They also discuss the areas of international equities that are performing well, how international performance is also tilted towards semiconductor exposure, the Magnificent Seven, bearish sentiment continuing, market...
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Free AI-powered recaps of The Weekly Trend and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.