Stocks Hit a Record High While Bonds Flash Red. Who’s Right? | The Week
Scott Galloway and guests examine why stocks are hitting record highs while bond yields flash warning signs, and explore how distrust in institutions is fueling vigilantism across the political spectrum.
The gist
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John Mowrey says 38% forward earnings growth, mostly from AI spending, is driving stock resilience even at all-time highs.
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Small-cap, mid-cap, refiner, and industrial sectors are up double digits this year, so gains are broader than just mega-cap tech.
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AI investment relies heavily on debt rather than operating cash flow, and real returns on that spending remain unproven.
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A shared feeling that institutions will not help is pushing people on both left and right toward taking matters into their own hands.
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Nvidia
· "We have to remember these companies are like their own countries. These are massive enterprises. I mean,..."
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Man in the Mirror
· "Scott spoke with author and journalist Anand Giridharadas about what happens when Americans feel those..."
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