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Jul 30, 2021

Zach Jonson, chief investment officer at Stack Financial Management, says that the market is reaching all-time highs with 'weaker and weaker breadth and more narrow selectivity,' and that this dichotomy indicates that the risk of a correction is rising. Jonson says that investors who are significantly overweight in equities due to the market's hot run over the last year might want to pull back now to avoid a potential crunch as they watch this skirmish between the market's fundamentals and technicals play out. Also on the show, Nicholas Marshi, editor at, discusses the current earnings season and why he sees a 'golden age' ahead for business development companies, Odeta Kushi, deputy chief economist at First American Financial Corp. talks about the changing dynamics of the housing and real estate market, and Michael Robinson, chief technology strategist for Money Map Press, talks tech stocks in the Market Call.