Earn Your Leisure

In this Market Mondays clip, Rashad Bilal and Ian Dunlap break down the latest surge in the Nasdaq, which has just hit another record high. Is this the start of a long-lasting, AI-fueled bull run, or should investors brace for a pullback?Rashad cautions against wishing for a correction just because you missed last year’s rally, emphasizing that groundbreaking tech firms like Nvidia, AMD, Apple, and Microsoft are fundamentally different from the dot-com era giants — boasting stronger business models and massive profit margins. Ian highlights the unprecedented strength of today’s tech leaders, particularly Nvidia operating with a net margin as high as 55%. The hosts unpack why comparing today’s market to periods like the dot-com bubble misses the mark.The discussion dives into why now may not be the time to short the Nasdaq, especially given factors like pending interest rate cuts, changes to China tariffs, and global market shifts that all favor sustained growth for top tech firms. Rashad and Ian both agree: a