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

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

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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