It's very hard to imagine a company trading north of 110 120 times revenues like Palanteer growing at 50 or 60% last quarter great amazing quarter kicking off cash. It's very hard not to imagine the next 2 years that doesn't have a significant correction. It's very hard to imagine that the AI capex boom doesn't have a significant correction.But going from that kind of armwy podcast statement to actually being able to make money on it, that's damn hard. ...

Trump's social post about repositioning nuclear subs all giving stocks a hard time today. S&P on pays for its worst day since May. But my next guest recently went overweight equities and has a year-end target up 10% from here 6950.Joining me now is Marco Papich, macro and geopolitical strategist at BCA Research. Marco, put this in perspective for us. It can be easy to get caught up in uh in in the moves of the day.Why do things look perhaps brighter to you. Well, first of all, we've been on a tear since May ...