Markets Keep Climbing as Leadership Expands Beyond Big Tech

In episode 64 of The Market Enthusiast, Noah and Chris break down a strong second quarter and what’s driving markets higher as we move into the second half of the year. They discuss the broadening market rally beyond mega-cap tech, strong performance from small- and mid-cap stocks, and why diversification continues to matter. The conversation also covers interest rates, inflation, SpaceX, AI spending, and whether current market valuations are signaling a bubble—or something more sustainable. ...