They talk about key things they're watching in the stock market, how changes to tariff and immigration policy might impact the economic outlook, and what investors need to know after back-to-back years of 20%+ in the stock market.
Key takeaways:
Recent market strength is not alone a reason to be bearish.
Policy decisions matter, but not as much as the economic backdrop. The big risks are the unknown ones.
The US is an incredible place to invest in for a reason. Innovation and consumer strength drive markets.