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Podcast: The Real Investment Show (Full Show)
Episode: 11-10-25 The Rocket Market - AI, Risk, and What Comes Next - Tom Thornton Interview
Description: Markets have rocketed higher for six straight months — but how long can it last?
Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the forces driving this “Rocket of a Stock Market.” From AI euphoria and sector rotation to passive indexing risks and the Fed’s impact on valuations, we dig into what’s really happening under the surface.
0:18 - INTRO
2:50 - The Rocket of a Stock Market
5:37 - Market Volatility & Opportunity in AI
I7:14 - Interning During the Crash of '87
8:21 - Forward Earnings Expectations
9:35 - The Broadening in the Market - Energy, Materials, Consumer Staples
11:42 - Sector Rotation i...