Market Highs, Memory Mania & Playing Defense 1/7/25

The Exchange
07/01/2026 43 min
Market Highs, Memory Mania & Playing Defense 1/7/25

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Episode Synopsis

A bearish strategist emerges as the Dow and S&P 500 both hit record highs. Memory chips are on a tear as Nvidia's CEO calls it a "completely underserved market." Plus, defense climbs to an all-time high amid geopolitical tensions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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