Is The Market Bottom In? Stocks Up Big So Far This Month | Michael Lebowitz

Stocks experienced a violent bounce following the declared Iran ceasefire, raising questions about whether the market bottom is finally in.

Discussion covers latest inflation data, oil price trends, bond yields, and defense stocks, providing a comprehensive macroeconomic overview.

Portfolio manager Michael Lebowitz shares his firm's numerous active trades this week, including analysis of AI risks to the banking sector.