Investors Now Too 'Overconfident' And 'Giddy'

President & Co-Founder at Peak Prosperity • Feb 9, 2025 at 5:39 PM EST

The market has been tossed a lot of surprises lately and yet, stocks have shrugged off all the uncertainty.

Ipad, Online, Tablet, Internet, Screen, Digital

Image Source: Pixabay

The market has been tossed a lot of surprises lately -- even a near-black swan (DeepSeek) -- and yet, stocks have shrugged off all the uncertainty.

Investor sentiment remains sky-high.

And concern of the growing list of risk factors appears quite low.

So, is "irrational exuberance" back?

That's what portfolio manager Michael Lebowitz and I discuss in today's video, as well as his current outlook for the bond market, the latest jobs data, the distorting impact single-stock ETFs are having on equity prices, whether the US dollar will strengthen or weaken from here, and Michael's firm's latest trades.

Video Length: 01:40:47

More By This Author:

Can Anything Stop The Runaway Train Of Fiscal Deficits?
The Fed Has Ruined The Free Market
"Zero History Whatsoever" Of Current Stock Valuation Levels Sustaining

Disclosure:

Thoughtful Money LLC is in the application process to be a Registered Investment Advisor Solicitor. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor in good standing with the Financial Industry Regulatory Authority (FINRA) who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.