It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might be.

Jason Moser and Matt Argersinger discuss:- Why the market is up, but top-heavy in 2024, and the types of stocks currently trading at a discount to big tech.- Four defining themes of the year so far: AI, interest rates, next-gen tech, and the pivot to value for consumers. - The state of real estate, and why low supply means prices may stay high in residential for a long time, even in spite of high rates.