May 28, 2026

Semis Outperforming Mag 7, Warsh’s First Move, SpaceX IPO Impact on Markets 5/28/26

Are semi stocks outperforming at the expense of the Mag 7? We’ll debate and look at how long that can continue. Plus, Komal Sri-Kumar joins us with his thoughts on Kevin Warsh’s first move as Fed Chair. And we dig into the SpaceX IPO and its impact on the benchmarks with a market structure expert.

Also available on Apple Podcasts ↗