The Real Reason Stocks Keep Going Up (ft. Caleb Silver from Investopedia)

The market doesn't feel like it should be this strong, and yet here we are, at all-time highs. Caleb Silver, Editor in Chief at Investopedia, explains what's actually holding this bull market up. He joins Gav to break down why the fundamentals are better than the vibes, the "relentless bid" that keeps stocks climbing, why AI capex is starting to worry investors, and how retail should think about allocating when everything is near record highs. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Caleb Silver / Investopedia: X: https://x.com/caleb_silver X: https://x.com/Investopedia Podcast: The Investopedia Express ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro 00:40 Why it doesn't feel right, but the fundamentals are strong 04:00 Earnings galore and expanding margins 06:00 Inflation, sticky prices, and the stagflation question 10:00 How retail should allocate near all-time highs 14:00 Last year's winners that became this year's bear markets 18:00 The AI capex problem: when spending eats free cash flow 24:00 The relentless bid: why the market won't drop 30:00 Why fundamentals matter more than the stock price 36:00 How to actually use Investopedia as an investor 44:00 Final thoughts: know what you own