9 minutes | Jul 8th 2020

State of The Union: Market Update - June 2020

What is going on? The markets are ripping higher, the population is closing back down.

What do the economics say? In this podcast I outline the positive and negative data and tell you my thoughts on the market going forward.

As a bonus I talk about how today's valuations can actually be warranted and the factors that play into those.

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