Tony Desperto of Black Rockck writing, "Pockets of irrational exuberance and a trading environment dominated by non-fundamental investors create abundant opportunities for skilled stock pickers." Tony joins us now for more. Tony, good morning. >> Good morning. >> Good to see you.You mentioned that phrase irrational exuberance pockets of where do you see those pockets right now. Yeah. So I I was very careful to use the word pockets because I don't think that applies to the whole market and but I do see a mar ...

But I think the big question at this point is how much higher can this market run. Is this rally sustainable. What do you think.So um Alan Greenspan gave his irrational exuberant speech in 1996 and we didn't get the dot crash until like early 2000 to 2002. So it preceded that by four years. I would say that I like to see it cooling off because otherwise it can feel it start to feel like with these high PE ratios it can start to feel like it's irrational like we haven't yet monetized we haven't yet put into ...

U.S. Federal Reserve Chair Jerome Powell on Tuesday called stocks "fairly highly valued". Sha Hanting / China News Service / VCG via Getty Images Close Key Takeaways The present AI frenzy is often compared with the Dotcom Bubble of the 1990s, a parallel that some investors think was invoked, intentionally or not, by Federal Reserve Chair Jerome Powell on Tuesday. "Equity prices are fairly highly valued,†said Powell when asked during an appearance in Rhode Island about the Fed's risk tolerance. Nonetheless, ...

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