About this episode

In this episode, Robert Curtiss and Miles Clark discuss the current market environment, focusing on momentum investing and the factors driving market growth.

Markets continue reaching new highs, yet many investors remain hesitant to put money to work. With headlines dominated by geopolitical conflict, rising oil prices, and rapid technological change, how do you separate emotion from opportunity? In this episode, Robert Curtiss welcomes back Miles Clark, Senior Analyst at Nasdaq Dorsey Wright, to discuss the forces shaping today’s market environment. They explore momentum investing, relative strength, semiconductor leadership, AI-driven growth, energy sector performance, and market participation trends. Miles shares how momentum strategies identify strong-performing assets, why all-time highs may not be a reason to stay on the sidelines, and what narrowing market leadership could signal for investors moving forward. Key takeaways: How relative strength identifies leadership across equities, commodities, fixed income, and global markets Why semiconductor stocks continue driving market gains despite concerns about concentration levels How momentum strategies seek large winners while limiting the impact of underperforming holdings Why historical market performance often remains positive despite geopolitical conflict and uncertainty…

People in this episode

Host: Robert Curtiss

Guest: Miles Clark

Topics covered

• market momentum
• AI growth
• investing strategies
• geopolitical conflict
• semiconductor leadership
• energy sector performance

Keywords

• market trends
• momentum investing
• AI-driven growth
• semiconductors
• energy sector
• geopolitical risks

Mentioned in this episode

Organizations: Nasdaq Dorsey Wright

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