Not necessarily is the short answer. Maggie Lake sat down with Sam Rines, Macro Strategist at Wisdom Tree, to talk about where stocks go from here and Sam finds a lot of reason for optimism, especially when you look at the US consumer. Sam also discusses the outlook for AI spend, importance of data and risks from tariffs.

Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

Episode 35: Are Stocks Priced For Perfection? With Sam Rines

Maggie Lake Talking Markets

Episode 35: Are Stocks Priced For Perfection? With Sam Rines