It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might be.

(00:21) Jason Moser and Matt Argersinger discuss:- Why the market is up, but top-heavy in 2024, and the types of stocks currently trading at a discount to big tech.- Four defining themes of the year so far: AI, interest rates, next-gen tech, and the pivot to value for consumers. - The state of real estate, and why low supply means prices may stay high in residential for a long time, even in spite of high rates.

(31:01) Matt and Jason break down two stocks on their radar: ABM Industries and Rubrik.

Stocks discussed: NVDA, MSFT, AAPL, ABM, RBRK

Host: Dylan LewisGuests: Jason Moser, Matt ArgersingerEngineers: Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices