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#351 Topics

• Market Performance & Interest Rates (02:58–07:38, 23:58–24:32)

YTD market gains, rising Treasury yields, and higher rates not necessarily hurting stocks

• Sector Trends & Active Management (18:17–19:45, 30:34)

Tech/semiconductors leading markets; managers becoming more cautious

• Investor Psychology (13:47)

Focus on staying invested rather than timing the market

• Inflation Pressures (10:57, 27:21)

Commodity, oil, and trucking costs keeping inflation elevated

• Trump IRA Program (37:50–46:02)

New retirement savings plan with federal matching contributions

• M&A & IPO Activity (08:45–09:50)

Utility merger news and rising IPO activity like SpaceX

• Earnings & Volatility (33:57–35:20)

Strong earnings supporting markets despite volatility concerns