This week’s IEC livestream covers it all – from grilling Seinfeld in Saratoga to grilling the Fed on rates and tariffs. Todd breaks down the latest earnings (Meta crushed it), the Fed’s shifting tone, what GDP is really telling us, and whether the growth trade is re-accelerating. Plus, a look at our latest VIX hedge, long-term NASDAQ targets, and why he believes we’re still in a secular bull market. If you care about your capital in this market, carve out 40 minutes and tune in.
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