Why Staying Invested Still Matters in an Overvalued Market

Stocks have delivered exceptional returns despite a pandemic, inflation, wars, banking stress, rising rates, and repeated recession fears. But high valuations and the enormous expectations surrounding AI mean the next several years may look very different.Mike Armstrong and Marc Fandetti discuss why long term investors have historically been rewarded for staying invested, how retirement does not automatically eliminate a decades long investment horizon, and why becoming too conservative can leave a portfolio vulnerable to inflation. They also examine how rising Treasury yields worsen the government’s debt problem, why bondholders may ultimately be repaid in dollars with less purchasing power, and what could threaten the dollar’s reserve currency advantage. Plus, Dan Stack explains why the DAV 5K Boston sold out months in advance, and the show covers falling auto insurance premiums, rising sugar prices, GLP 1 restaurant menus, and why lower airline fares may not be coming anytime soon.