About this episode

The episode features a live discussion on market conditions and the impact of AI and large-cap tech on the bull market.

In Episode 191 of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, go live from Chicago with Jeff Kilburg, Founder and CEO & CIO at KKM Financial, and Jim Bianco, President at Bianco Research, for a wide-ranging conversation on where markets stand now and what could matter next. The episode centers on the bull market’s concentration in AI and large-cap tech, the durability of the rally, the role of active...

People in this episode

Hosts: Ryan Detrick, Sonu Varghese

Guests: Jeff Kilburg, Jim Bianco

Topics covered

• market analysis
• AI
• large-cap tech
• bull market
• active management

Keywords

• market trends
• AI concentration
• tech stocks
• bull market durability
• active management

Mentioned in this episode

Organizations: Carson Group, KKM Financial, Bianco Research

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