All-Time Highs, Soft Retail Sales, And A Plan For Risk

The stock market can feel like a summer heatwave when indexes push toward all-time highs and everyone starts talking targets. We sit down for Friday Live and pressure-test what’s actually driving the rally, what could break it, and how we think about taking risk off the table without trying to be perfect market timers. Along the way, we share a few laughs, including David’s birthday milestone, but we keep the focus on practical decisions investors can use right now. We dig into the eco...