January 7, 2026

Market Highs, Memory Mania & Playing Defense 1/7/25

A bearish strategist emerges as the Dow and S&P 500 both hit record highs. Memory chips are on a tear as Nvidia's CEO calls it a "completely underserved market." Plus, defense climbs to an all-time high amid geopolitical tensions.

Also available on Apple Podcasts ↗