FogCutter Live Episode #51 – S&P Surge, Nvidia Watch & What Smart Money Sees Next
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In this episode, Mike Curtis and Preston James discuss the recent surge in the stock market, particularly the S&P 500, which added over 10 trillion in market cap in just 29 trading days. They analyze the implications of Nvidia's upcoming earnings report and the overall economic outlook, including insights from a recent investment conference that highlighted bullish sentiments around AI. The conversation also touches on the importance of the bond market and upcoming economic indicators that could impact trading strategies.
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