Yesterday in our fourth consecutive episode of Straight Talk, I discuss markets and macro with my good friend Guy Adami and my good virtual friend Sven Henrich aka The Northman Trader, hosted on Sven’s YouTube channel.
We discussed the broad market’s strong close in May, sector rotations, stretched valuations in mega-cap tech, headwinds to U.S. growth, growing tensions on multiple fronts with China, and of course, we debate the potential for further gains from here in stocks.