Tom Stringfellow, chief investment strategist at Argent Trust, says the stock market is going through a shift where small-cap companies are coming to the fore, businesses that are adjacent to artificial intelligence or that will benefit from using it are starting to get an A.I. boost and the warning signs feel mostly like distant storm clouds. Stringfellow says he doesn't see signs of recession, worries slightly about a market overheating if interest rates rise, but he thinks signs that more and more companies are showing earnings growth reducing a lot of potential downward pressure on the market.

Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, discusses his new book, "Risk and Reward: How to handle market volatility and build long-term wealth," and how he thinks investors can't simply tune everything out -- even if that might be the best long-term results -- because they have a "firehose of information" in their pockets. He discusses how to best filter that information to make it useful without becoming overwhelming.

Meredith Mangan, senior editor at Credible, discusses the site's survey on prediction markets, which showed that 1 in 4 Americans already have made a wager on a prediction-market site. In a wide-ranging study looking at investor habits, she noted that more than 60% of Americans see prediction markets as betting, while just under 30% see them as a viable financial tool.

Podden och tillhörande omslagsbild på den här sidan tillhör Chuck Jaffe. Innehållet i podden är skapat av Chuck Jaffe och inte av, eller tillsammans med, Poddtoppen.