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August 4, 2025 55 mins

In this episode, Simon and Dan go deep into the growing signs that point to a potential market top. From narrow market leadership and the return of meme stocks to rising margin debt, IPO activity, and elevated valuations — they cover it all. They also dive into speculative trading trends, the resurgence of paid stock promotions, and why retail investors might be piling in at the wrong time. While not a doomsday episode, this is a grounded look at the data and sentiment driving markets in 2025.Plus:

  • A warning about shady paid promotions

  • Insights on the Buffett Indicator, insider selling, and S&P 500 concentration

  • Why sticking to a consistent investing strategy is more important than ever

  • Sectors and stocks that may offer contrarian opportunities

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