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In this episode, Andy and Dennis discuss the current state of the equities market, anticipating a correction due to overvaluation and an economic slowdown. They explore the significant rotation from overvalued tech stocks to small caps and industrials while addressing the volatility indices that signal rising market uncertainty. The conversation touches on commodities like crude oil and gold, emphasizing the latter’s stability amidst geopolitical uncertainty. They forecast market behavior up to the end of the year, highlighting the importance of selective investing and trading strategies in a stock picker’s market.