Podcast #90 with Bob Elliott: Markets Are Euphoric, But the Economy Isn’t (What Happens Next)
Powered by youtube embed video generator Markets can glow while the foundation cools. That tension runs through this conversation as we examine euphoric equity pricing against softening real economy data. We discuss how index-level gains mask narrow leadership and why equal-weighted benchmarks tell a more grounded story. Expectations have shifted
Branden DuCharme, CMT
December 3, 2025