2024: Top-Heavy, AI-Fueled, Supply-Constrained

It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might be.

(00:21) Jason Moser and Matt Argersinger discuss:

- Why the market is up, but top-heavy in 2024, and the types of stocks currently trading at a discount to big tech.

- Four defining themes of the year so far: AI, interest rates, next-gen tech, and the pivot to value for consumers. 

- The state of real estate, and why low supply means prices may stay high in residential for a long time, even in spite of high rates.

(19:11) Matt and Jason break down two stocks on their radar: ABM Industries and Rubrik.

Stocks discussed: NVDA, MSFT, AAPL, ABM, RBRK

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger

Engineers: Dan Boyd

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