Inside the High-Risk Bull Market: Bob Doll on Valuations, Inflation, and the Fed’s Next Move

Inside the High-Risk Bull Market: Bob Doll on Valuations, Inflation, and the Fed’s Next Move In this episode of The Money Path, host Todd M. Schoenberger welcomes Bob Doll, President, CEO, and CIO of Crossmark Global Investments, for an in-depth look at today’s high-risk bull market. Bob explains why, despite volatile conditions, equities still have room to run — but with major caveats. He breaks down the disconnect between valuations and fundamentals, the impact of sticky inflation, and how the Federal Reserve’s next moves could shape investor confidence heading into year-end. The conversation also explores: ✅ Why this bull market feels “high-risk” — and how to manage exposure ✅ The effect of tariffs, geopolitics, and Washington gridlock on investor sentiment ✅ Expectations for the Federal Reserve’s October rate cut ✅ Key investment strategies: focusing on low price-to-free cash flow and high return on equity companies ✅ Why the real estate sector still faces hurdles despite rate cuts Tune in to hear Bob’s unfiltered insights on how professional investors are navigating this complex, high-valuation environment — and what smart money should do next. 🎥 The Money Path — Where smart money finds its way forward. 👉 Don’t forget to 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[e-mail] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #BobDoll #CrossmarkGlobalInvestments #TheMoneyPath #ToddSchoenberger #StockMarketOutlook #HighRiskBullMarket #FederalReserve #InterestRates #Inflation #Valuations #InvestmentStrategy #FaithBasedInvesting #Economy #MarketVolatility #Investing #Finance #Equities #Bonds #RealEstate #Q4Earnings #ConsumerSpending #FedRateCuts #PortfolioStrategy #Investors #MarketAnalysis Learn more about your ad choices. Visit megaphone.fm/adchoices