I saw Darius Dale was back on Thoughtful Money so I took some notes.
Sven's hypothesis is that the market is so accustomed to being rescued by the fed, that it fully anticipates that it will be bailed out and therefore we aren't getting any big drops.
Darius's interviews are packed with information. He talks fast and references many proprietary economic indicators, which could make it hard to follow. I took a second look at this interview, taking careful notes to better understand his compelling bull case for the stock market in 2024.