In this month's Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, break down the market's sharp rally off the war lows, why this move has been unusually fast and narrow, and what a K-shaped economy, a new Fed chair, and the upcoming midterm elections could mean for investors heading into the back half of the year.

Key Topics Include:

• Why ”sell in May and go away” hasn't worked in over a decade
• The S&P 500's fast, sharp rally — and why it may be range-bound from here
• A narrow market led by AI, semiconductors, and memory chips
• The K-shaped economy: rising energy, utility, and food prices vs. the AI boom
• Wage growth vs. spending growth across income levels
• Midterm election scenarios, a potential lame-duck dynamic, and market implications
• The volatility that tends to accompany a new Fed chair
• The Iran ceasefire, oil prices, and the breaking oil–gold correlation
• Gold's long-term outlook and why short-term strategies stepped aside
• Diversification when stocks, bonds, and gold all become correlated
• The role of alternatives and private markets in a portfolio
• Are we in an AI bubble? A dot-com comparison and what earnings reactions reveal