We’re halfway through the year, and it’s time to take stock. The AI narrative continues to power the equity bull market. Central banks have started to cut interest rates. And the US Presidential election looms large.

We debate if things are as good as they look and what risks lie ahead for the second half of 2024. And in today’s Dumb Question of the Week: What isn’t priced in?

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

Mid-Year Market Update: Are Things As Good As They Seem?

Many Happy Returns