5. Are We Riding Momentum or Building a Bubble?

This conversation opens with a simple question: how much of today’s market strength is grounded in reality? Don Drury and Tom Moran, AIF, welcome Tyler Hardt, CFA, Chief Portfolio Manager at Moran Wealth Management®, to examine the topic from multiple angles—from the scale of AI investment to quieter developments in sectors that have lagged.They discuss how technology spending has affected corporate balance sheets, what indicators they watch for signs of a slowdown, and how disciplined investors evaluate opportunities and risks. Tyler offers a closer look at healthcare and energy as areas of ongoing monitoring, while Don and Tom consider how current themes echo past market cycles and what practical takeaways may apply.Rather than predictions, this episode shares how professionals at the table are thinking about the months ahead and what they’re watching, not what they expect will occur.Subscribe and follow along, we're just getting started!The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or [email protected] disclosures, visit: https://www.moranwm.com/disclosuresThis communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.