Stocks are hitting fresh records every single day, and the reasons are crystal clear: the Fed is easing and the tech boom is in full swing. Years of easy money and dollar debasement are pouring liquidity into markets, while AI and big tech are delivering massive productivity gains and earnings growth. In this episode, I break down why these two forces are working together to push stocks to new highs, not just now, but for the rest of the year!

0:00 Intro

0:42 Why stocks are going higher from here

4:47 Jordi Visser perfectly explains why investors are so bearish online

7:40 Fourth turning isn't just a meme anymore 

10:47 Interview with Gunjan Banerji about the rise of retail investors

Watch on YouTube: https://youtu.be/Mhrtuehsz0U

Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: 

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