Guest Info
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In this episode of Today’s Market Explained, hosts Brian Kasal and Chris Reardon break down the shifting dynamics beneath today’s market highs. While headline indexes remain near record levels, leadership is clearly rotating — and understanding where capital is moving is critical for investors, founders, and business owners planning for 2026.
The discussion covers equity performance across asset classes, sector rotations away from overextended tech stocks, the resurgence of M&A activity, and what mixed economic signals really mean for future growth. Brian and Chris also explore how AI-driven optimism is colliding with real-world supply constraints — and why that matters for valuations.
📌 Valuable Insights You’ll Learn:
- Asset class leadership update
- Communications and tech remain strong but are losing momentum
- Equal-weighted indexes outperforming market-cap-weighted benchmarks
- China shows slowing consumer demand and property investment
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