In this conversation, Kevin sits down with Steve Cucchiaro of 3EDGE Asset Management to discuss the current market environment and the disconnect between strong market performance and growing global risks. While markets continue to rise, much of the momentum appears driven by short-term investor behavior, even as valuations remain elevated and leadership becomes increasingly concentrated. Looking ahead, the discussion highlights concerns around historically high valuations, rising global debt, and the limited effectiveness of traditional hedges like bonds. In periods like this, a disciplined, risk-aware approach and thoughtful diversification may be key to navigating what could be a more challenging market environment.
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