Stocks Keep Hitting New Highs… Even As Macro Gets Worse

About this episode

The episode discusses the current state of the stock market, focusing on tech and semiconductor stocks, oil prices, and the implications of upcoming tech IPOs.

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.⁠ ~~~~~~ In today's episode, we break down why oil prices are falling despite the closure of the Strait of Hormuz, how the bond market is reacting to a new Federal Reserve chairman, and why tech and semiconductor stocks are pushing to unstoppable all-time highs. Tony Greer explains why he is pivoting away from the natural resources and inflation scare, why the "Sideshow" in tech doesn't care about old-school market rules, and how Nvidia continues to carry the weight of a historic equities rally. We dive deep into how a historic $4 trillion wave of upcoming tech IPOs could vacuum all the liquidity out of the room, and how the Trump administration is weaponizing domestic semiconductor investments like Intel as a matter of absolute national security. ~~~~~~ ⁠⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ⁠ ⁠📱 Your carrier sells your data, switch to Cape and get 33% off your first 6 months with code MILKROAD.⁠ ⁠🔮 Turn your takes into trades on Kalshi: predict real-world outcomes, and get $10 free when you trade $10.⁠…

People in this episode

Host: Milk Road

Guest: Tony Greer

Topics covered

• stock market
• oil prices
• bond market
• tech stocks
• semiconductor investments
• IPO liquidity
• macro investing

Keywords

• bull market
• oil prices
• bond market
• tech IPOs
• semiconductors
• Nvidia
• inflation
• investing

Sponsors

Nexo, Cape, Kalshi

Mentioned in this episode

Organizations: Intel, Trump administration

Places: Strait of Hormuz

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