S&P 500 All-Time Highs: Why Everyone Is Worried and What the Data Really Says

Welcome to this week's episode of the Money and Investing Show with Andrew Baxter and co-host Mitch.

The S&P 500 All-Time Highs are here, and while investors should be celebrating, there's a growing sense of unease running through the market. In this episode, Andrew and Mitch unpack exactly why the S&P 500 All-Time Highs are happening now, breaking down the eye-watering 50% year-on-year earnings growth driving this rally and asking whether it's sustainable or built on shaky foundations.

They dig into the $1.3 trillion capital expenditure commitment from the hyperscalers, comparing Google's smart AI strategy to the Kodak mistake, and explaining why Microsoft soared while Meta stumbled despite both riding the same AI wave. The boys also explore the shift from early cycle to mid cycle investing, where quality earnings are starting to matter more than growth at all costs.

Then it's onto the risks nobody wants to talk about: rising Treasury yields, a new Fed chair shaking up rate expectations, and geopolitical tension in the Middle East pushing oil prices higher.

If you've been wondering why the S&P 500 All-Time Highs feel more nerve-racking than exciting, this episode breaks down the real data behind the headlines so you can make sense of what's actually going on.

Whether you're a seasoned investor or just starting out, this episode delivers the clarity you need.

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