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In this video, we break down what’s really driving the market to new highs – and why American exceptionalism isn’t over yet. We cover why Big Tech still has room to run, which sectors we're bullish on, and how trade deals and tariffs are quietly shaping inflation and growth.

We also share why gold is rallying, what investors often get wrong about geopolitical risk, and why long-term opportunities still favor the U.S. over international markets.

00:18:51

Timestamps:

• 00:00 – Is American exceptionalism over?
• 00:46 – Alicia Levine’s unusual Wall Street path
• 01:56 – Trade deals, tariffs, and market resilience
• 03:50 – How inflation is showing up in goods
• 06:31 – Why Big Tech still leads
• 09:06 – Geopolitical risk vs. market impact
• 10:28 – Gold, de-dollarization, and commodities
• 12:06 – Alicia’s top sectors: Tech, Industrials, Financials
• 16:04 – Key risks: labor market, bond yields, and growth

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