EPISODE · Aug 22, 2026
All-Time Highs, Earnings Growth & the Risks Hiding in Plain Sight
from Pickers Market · host Keith Gangl, Lisa Schreiber and Tyler Ellegard
This week, we dig into a market that keeps making new all-time highs backed by remarkable S&P 500 earnings growth and ask the question every investor should be asking: what could slow this down? We break down the bull case, why earnings are driving this rally and why the fundamentals still look solid. Then we get into the concerns: Fed policy and where interest rates are headed, a labor market that bears watching, rising bond yields, and the growing interest expense on U.S. debt. Are these risks the market is underappreciating, or is the wall of worry just noise? Plus, each of us share a stock we currently like, four picks, four different perspectives on where the opportunity is right now. Join Tyler, Keith, Lisa, and TJ for markets, insights, and a little fun! Don't forget to subscribe, like, and comment for weekly market insights.
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All-Time Highs, Earnings Growth & the Risks Hiding in Plain Sight
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