Investors Now Too 'Overconfident' & 'Giddy' | Michael Lebowitz & Adam Taggart

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The market has been tossed a lot of surprises lately -- even a near-black swan (DeepSeek) -- and yet, stocks have shrugged off all the uncertainty.

Investor sentiment remains sky-high.

And concern of the growing list of risk factors appears quite low.

So, is "irrational exuberance" back?

That's what portfolio manager Michael Lebowitz and I discuss in today's video, as well as his current outlook for the bond market, the latest jobs data, the distorting impact single-stock ETFs are having on equity prices, whether the US dollar will strengthen or weaken from here, and Michael's firm's latest trades.

For everything that mattered to markets, watch this week's Market Update.