In this Fourth of July edition, Todd flies solo to deliver a rapid-fire update on markets hitting all-time highs, the continuing AI revolution, and why the U.S. remains the world’s epicenter of value creation. He discusses investor sentiment, interest rate expectations, Nvidia’s breakout, the Israel ceasefire impact, and how disruptive tech may be the path to long-term GDP growth. Plus: a big-picture look at where the S&P could go in the next decade.
Catch it all before the fireworks begin.