Best Quoth The Raven Podcasts (2025)

Today's guest has been a relatively recent entrant into the world of macroeconomic analysis, but he has certainly made a big splash within a short period of time.Chris Irons is the author and publisher of Quoth The Raven, which has become one of most popular financial newsletters around, currently sitting at #25 in the list of top financial Substac…

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Quoth The Ravens, Nevermore: AFC North and ACC Football Previews, First Round of PLL Playoffs | Episode 244 1:38:39

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24d ago1:38:39

1:38:39

Jimmy survived the mile in a business suit, and that means we can officially look towards the new season of football! The best thing about this week is we have regular season competition on Saturday when Kansas State and Iowa State take the field in Dublin, plus we are finally on the #AFCNorth for our NFL preview. If you have enjoyed the Top 5 segm…

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Investors Are "Pretty Drunk Right Now" On Gains Despite Risks | Ted Oakley 1:10:21

3h ago1:10:21

1:10:21

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Oxbow at https://www.thoughtfulmoney.com/oxbowStock valuations are at their highest EVER, by many metrics.So much so that a recent guest on this channel calls them "pornographically" overvalued.And these lofty valuations come at a time when the macro data reveals the economy is slowing down.How long can this…

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Is Worry Dead? Nearly All Assets Are Rising Now | Lance Roberts 1:53:34

3m ago1:53:34

1:53:34

LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT inv…

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Episode 67: Welcome to the 2025 Season! 19:11

2h ago19:11

19:11

The Eagles crushed the Chiefs in the Super Bowl for their second championship in franchise history! We dive into the game, review the entire offseason, and discuss week 1's win over the Cowboys!By Josh McNutt

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You GOTTA KEEP YOUR COMPOSURE-Football Overreactions+More | EP 247 1:48:38

44m ago1:48:38

1:48:38

We had a very nerve wracking start to the NFL regular season, and in college football we had a few upsets already. Teams are having their fans abslutely frek and we are here to remind you that in anything you "HAVE TO KEEP YOUR COMPOSURE! Also get set for the #PLL Finals with us between New York and Denver before week 2 of our new and improved #NFL…

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Stephanie Pomboy: The Way We Invest Is Coming To An End 1:07:36

16m ago1:07:36

1:07:36

The cost of capital is rising.Inflation may be more present in future years, especially as we re-shore manufacturing.And as we re-shore it, we are also re-introducing our economy's exposure to the natural business cycle -- something we'd largely been able to divorce our exposure to by pushing it onto other countries during the era of Globalization.…

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Bill Fleckenstein: The Market Is In A Dangerous Set-up That Could Get Ugly Quickly 1:06:04

13m ago1:06:04

1:06:04

It's a tricky time for investors right now.We're seeing increasing signs the economy is slowing down, but nearly all assets are surging in price right now.Some, like many stocks, are at all--time high valuations levels. Even though the weakening economic data increasingly makes their forward earnings forecasts look unattainable.Bond yields remain e…

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WEEK 3 PREVIEW: The, Bart, The — Episode 223

3d ago

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A mega-sized Week 3 preview, for some reason?By Greg Tepper

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Increasingly Strapped Consumers Are Tapping Out | David Hay 54:57

1d ago54:57

54:57

In this new monthly macro/market recap with veteran investor David Hay, we go deep into the major trends in motion currently: an increasing number of recessionary indicators, a fast-deteriorating housing market, higher for longer bond yields, stubborn secular inflation, and a promising outlook for the commodity complex.Let us know in the Comments i…

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Big Jobs Miss Suggests Economy Is Sicker Than Believed | Lance Roberts 1:51:27

3d ago1:51:27

1:51:27

The jobs market is starting to show signs of being in real trouble.August payrolls were a huge disappointment, coming in at a VERY weak 22k (vs expectations of 75k).And the June payrolls number was revised downwards to a LOSS of -13k jobs,. On top of that, this week's JOLTS data revealed that there are now *fewer* jobs openings than applicants, som…

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The Controlled Substance of Football: College Football Week 1 and 2, Opening Week of NFL Season | Episode 246 1:30:56

3d ago1:30:56

1:30:56

The long wait is finally over! We are here to break it all down from Arch not being a Manning in his debut, a look at how the #CFB Rankings changed after week 1, and of course the NFL Pickem returns with a fun new twist! Make sure to #subscribe and get ready for some packed weekends of football all the way until February! If you are looking to star…

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We're Facing The Bursting Of Twin Bubbles In Housing AND Stocks | Danielle Park 1:49:18

5d ago1:49:18

1:49:18

After a year of projecting confidence in America's "strong" and "resilient" economy, at his recent Jackson Hole appearance, Federal Reserve Chair Jerome Powell suddenly changed his tune.He expressed concern about the deteriorating labor market, saying the situation may warrant a resumption of monetary easing notwithstanding the potential inflationa…

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Breakout Underway In Gold & Silver. How High Will They Go? | Jonathan Wellum 1:01:56

5d ago1:01:56

1:01:56

GET OUR FREE GUIDE TO BUYING GOLD & SILVER https://thoughtfulmoney.com/goldThe breakout in gold & silver continues to gain momentum today.How high are prices likely to go?That was the topic of today's livestream with Jonathan Wellum, founder of ROCKLINC Investment Partners, Thoughtful Money’s endorsed Canadian financial advisory firm.Jonathan has b…

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Our Money Is Dying | Lawrence Lepard 1:40:48

7d ago1:40:48

1:40:48

In my opinion, the easiest macro trend to forecast is that our fiat currencies will continue to lose purchasing power in the years ahead, likely at an accelerating rate.Today's guest not only agrees, but rings that same bell even more loudly than I do.For an update on his outlook on inflation, asset prices, the economy, the dollar, and what to expe…

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WEEK 2 PREVIEW: There's A-Doings A-Transpiring — Episode 222

8d ago

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Recapping Week 1 and previewing Week 2 of TXHSFB.By Greg Tepper

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Lacy Hunt: The Economy Is Seizing Up While The Fed Dithers 1:10:58

9d ago1:10:58

1:10:58

It's an especially confusing time for investors given how divided the experts are on whether resurging inflation or disinflation/deflation is more likely from here.Your answer to this question determines whether you think the Fd starting to cut interests rates is a good idea or not.Today's guest has very strong views on this matter, based on a life…

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Does A September Surprise Lie In Store For Stocks? | Lance Roberts 1:49:04

10d ago1:49:04

1:49:04

Historically, September is the cruelest month for stocks.October is little better.Are odds good that history will repeat, especially with valuations as extreme as they currently are?Or, will the party continue on through the end of the year?Portfolio manager Lance Roberts and I discuss the probabilities, as well as the latest market technical analy…

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When Taylor Met Travis: PLL Quarterfinals Recap and Semis Preview, Farmageddon in Ireland | Ep 245 2:13:23

18d ago2:13:23

2:13:23

There was a bunch to pack in this week! First things first, the #fantasyfootball draft happened last night and Niko and Jimmy have a gem from their rosters to send your way for your draft boards. Then it is an exciting time for the #PLL season, the Redwoods and Waterdogs are into the Semis. Awaiting them are the two #1 seeds from the East and West …

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"This Is A Bubble". You'd Better Invest Accordingly | Cem Karsan 1:23:18

17d ago1:23:18

1:23:18

Today's guest is the perfect expert to discuss a year as volatile as 2025 has been so far.Cem Karsan is Founder, CIO, and Managing Principal of Kai Volatility Advisors & Kai Wealth. He's widely known as @jam_croissant on X/Twitter.Heading into 2025, Cem warned us that he predicted it would be a year of heightened volatility. And that certainly prov…

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Stephanie Pomboy: The Cracks In The Economy Are Becoming Too Large To Ignore 1:06:17

12d ago1:06:17

1:06:17

Stephanie Pomboy returned this morning for her biweekly macro session on Thoughtful Money.We discussed her views on Fed rate cuts, inflation, credit spreads, the weakening consumer, recession risk, the housing market, her outlook for the US dollar…even the Taylor Swift/Travis Kelce engagement.Stephanie is eagerly awaiting next month’s FOMC decision…

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The Fed Is Starting To Fear Recession | Danielle DiMartino Booth 1:05:43

14d ago1:05:43

1:05:43

Suddenly, the Federal Reserve is filled with more drama and curveballs than a World Series tiebreaker.The betting markets are abuzz debating who President Trump will replace current Chair Jerome Powell with. A surprise resignation from Fed governor and FOMC voting member Adriana Kugler has added Trump loyalist Stephen Mirran into the Inner Circle. …

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WEEK 1 PREVIEW: Disco Stu Does Not Advertise — Episode 221

19d ago

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The game draft is so back.By Greg Tepper

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Home Prices Will Be Heading Lower For Years | Melody Wright 1:03:46

17d ago1:03:46

1:03:46

LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conferenceGet ready for years of pain for home prices, warns housing analyst Melody Wright.In fact, the correction is already underway. But it's only just getting started in her estimation.#homeprices #housingmarket #realestate ____________…

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Fed Chair Signals Rate Cuts Ahead, Markets Zoom Higher | Lance Roberts 1:36:57

24d ago1:36:57

1:36:57

Jerome Powell just made his long-awaited speech at Jackson Hole and sent a strong signal the Fed will start cutting interest rates due to increasing concern over growing economic weakness. The markets, little surprise, took this as fantastic news and practically every asset class rose sharply in price.Is this sustainable? Assets, after all, are val…

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Inflation Headed DOWN From Here, Despite Tariffs | Steve Hanke 1:30:07

19d ago1:30:07

1:30:07

As the world awaits Federal Reserve Chairman Jerome Powell's speech at Jackson Hole, the question on everyone's mind is:Where is inflation headed from here?Is it set to surge as the Trump tariffs start being felt in full force?Or is it set to trend downwards to the Fed's 2.0% target due to a slowing economy?To discuss the latest possibilities, we h…

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The Wealth Gap Is Accelerating Out-Of-Control | Lacy Hunt, Judy Shelton, Darius Dale & others 51:32

25d ago51:32

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LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conferenceIn today's video, we discuss a new chart showing the top 1% running away with America's wealth.This is massive challenge facing our society. Some would call it a calamity.At what point does the bottom 90% hit its breaking point?An…

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The Coming Era Of Rate Cuts: How Will They Affect Asset Prices? | Andy Schectman 1:29:58

20d ago1:29:58

1:29:58

TO BUY GOLD & SILVER, contact Andy's firm at [email protected] metals expert Andy Schectman returns to answer all your precious metals-related questions.#goldprice #silver #preciousmetals __________________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce & distribute educationa…

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Bonds Trading At A Bargain Right Now? | Jim Masturzo 57:49

22d ago57:49

57:49

Today's guest has a contrarian bullish view on bonds, especially when looking out over the next 3 to 5 years.While consensus still leans cautious, his take is that this moment offers a rare setup for strong bond performance.Why? Well, let's ask the man himselfToday we have the good fortune to welcome to the program Jim Masturzo, CIO of Multi-Asset …

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Housing Starting To Become A Buyer's Market? | Ivy Zelman 1:04:16

24d ago1:04:16

1:04:16

The real estate market remains a tangled mess.Commercial real estate has crashed hard under higher interest rates and tighter lending standards.However, higher mortgage rates have NOT brought down residential home prices, at least not on a national average...yet. That said, transactions remain frozen up, languishing at the lowest level in decades.W…

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2025 CLASS 6A PREVIEW: The Big Book of British Smiles — Episode 220

23d ago

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03:33 — TXHSFB Fun Fact of the Week 08:06 — 6A At A Glance 14:44 — Region I, district-by-district 45:14 — Region II, district-by-district 01:13:18 — Region III, district-by-district 01:43:17 — Region IV, district-by-district 02:11:03 — State championship picksBy Greg Tepper

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Wall Street Is Now Dumping It's Junk On The Regular Investor | Lance Roberts 1:46:20

29d ago1:46:20

1:46:20

Wall Street exists to sell us its products.And right now, retail investors are so greedy that they're buying whatever they can get their hands on.So this is a "bonanza" time for Wall Street, says portfolio manager Lance Roberts, which is happily selling us all of the junk it ever wanted to unload.Prices may continue for a good while longer, but be …

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Stephanie Pomboy: The Next Fed Cut To Mark The Peak In Stocks? 1:12:51

28d ago1:12:51

1:12:51

Stephanie Pomboy returned this morning for her biweekly macro session on Thoughtful Money and shared how it won’t surprise her that, if the Federal Reserve does indeed cut rates in September, the market could enter a correction soon after.In fact, were this to happen, it would be extremely consistent with the past pattern of rate cut regimes.Much m…

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Don't Bump Your Quarterback: NFL Preseason Review, Big 12 Football Preview, NFC North Predictions | Episode 243 1:49:43

28d ago1:49:43

1:49:43

Man we are so close to football season we can almost taste it! We had the full preseason schedule nd we are here to break it down. Moving forward with out #CollegeFootball Previews we take a look at the #BIG12 who are looking for more #playoff representation this year. And then we take a look at the most competitive division in football last season…

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Expect A Market Correction By September | Brent Johnson 1:35:37

27d ago1:35:37

1:35:37

The dollar has weakened considerably so far this year.Amidst the new US Adminstration's hardball trade tactics, critics claim that foreigners are ramping up their de-dollarization efforts, buying less US debt, and that the days of the dollar as the dominant world reserve currency are ending.How much truth, if any, underlies this?For answers, we're …

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The "T-Bill & Chill" Era Is Ending. What Should Investors Do Next? | Michael Lebowitz 1:05:07

29d ago1:05:07

1:05:07

Trillions in investor capital has been locked up in the "T-bill and Chill" trade for several years now.But will the Fed expected to cut rates materially over the next year, that trade is coming to an end.Where should all that capital consider going next?Portfolio manager Michael Lebowitz and I dive into this key question in this video. WORRIED ABOU…

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2025 CLASS 5A PREVIEW: Homer, I Hardly Knew Me — Episode 219

1M ago

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03:54 — TXHSFB Fun Fact of the Week 08:37 — 5A Division II 45:49 — 5A Division IBy Greg Tepper

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The Coddling Of The American Mind: Good Times Have Created Weak Men | Greg Lukianoff 1:25:06

1M ago1:25:06

1:25:06

The great engine of American success was built by generations of pioneers, entrepreneurs, scholars, soldiers and immigrants defined by their grit, strength and resilience.Contrast that indomitable spirit with today's generational cohort of special snowflakes who seek 'safe spaces', rush to 'cancel' any discomfiting realities, and demand desired out…

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Dangerously Rosy Earnings Estimates Will Plunge Stocks When They Adjust | Lance Roberts 1:12:22

1M ago1:12:22

1:12:22

2026 forward corporate earning estimates are the farthest they have ever been from historical averages.This makes a future downward revision a near-guarantee at this point; which will in turn force stocks to reprice downwards as well.So warns portfolio manager Lance Roberts.While he doesn't see much on the immediate radar to suggest the market is i…

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Big Boy Down South Football: Any Given Saturday Recap+AFC East Preview | Episode 242 1:44:51

1M ago1:44:51

1:44:51

We are yet another week closer to football season! With preseason games starting this week the guys are here to bring you your weekly update from the bench. First things first the SEC Any Given Saturday series was released on Netflix, Jimmy did a deep dive into episode 1 that you can read about on feotbpod.org, predictions for who will win the SEC …

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Breaking Our Slavery To The Industrial Food Complex | Joel Salatin 1:10:15

1M ago1:10:15

1:10:15

Today, you're in for a real treat folks.We welcome back to the program one of my all-time favorite humans, Joel Salatin.Named "the most famous farmer in America", Joel has spent his career advocating for sustainable farming practices, and pioneering models that show how food can be grown & raised in ways that:- are regenerative to our topsoils- are…

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2025 CLASS 4A & 3A PREVIEW: Curious George and the Ebola Virus — Episode 218

1M ago

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03:39 — TXHSFB Fun Fact of the Week 09:26 — 3A Division II 33:32 — 3A Division I 59:44 — 4A Division II 01:19:37 — 4A Division IBy Greg Tepper

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The "Big Money" Still Lies Ahead | Jeff Clark 53:08

1M ago53:08

53:08

When the precious metals enter into a bull market, the shares of the companies that mine them usually outperform the price gains of gold and silver -- sometimes wildly.Well, a precious metals bull market is currently underway and the mining shares are indeed starting to come to life.How much farther do they likely have to run?And when investing in …

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Bullish For Rest Of 2025, But Bearish For 2026 | Michael Howell 54:10

1M ago54:10

54:10

In his appearance at Thoughtful Money's Spring online conference back in March, Michael Howell, founder & CEO of Crossborder Capital, warned of an oncoming liquidity air pocket.Which was why the market's subsequent plunge of nearly 20% in the following month wasn't a surprise to him.So, where does he see liquidity headed for the rest of 2025?To fin…

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Did The Rally In Stocks Just End? | Lance Roberts 1:00:01

1M ago1:00:01

1:00:01

The market has been in a "bullish stampede" for an impressive while now. But with corporate earnings deviated by a record amount from their historic averages, extreme stock valuations, and now clear signs the economy is slowing, portfolio manager Lance Roberts sees the odds of a market correction -- and a recession -- rising. Is there a chance that…

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The COWBOYS Are Going to Win the NFC East: Football Previews, PLL Update and Denver Homecoming | Episode 241 1:28:54

2M ago1:28:54

1:28:54

It is about 6 weeks rom NFL Regular Season Kickoff, but Football is BACK tonight! While you are getting set to watch (or not watching) the NFL Hall of Fame game we have a brand new episode of the show! This week the guys catch up from #Bengals and #Broncos #TrainingCamp, what does the #BIG10 look like next season, #PLLDenver this weeken plus the #T…

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"Strong" Q2 GDP Growth Not Actually As Robust As It Sounds? | New Harbor Financial 1:06:15

1M ago1:06:15

1:06:15

The initial Q2 2025 GDP growth number was just released and it beat expectations handily, coming in at a "strong" 3.0%But...when looking just a little bit beneath the surface, the data doesn't look as impressive as on first glance. For example, the biggest contributor by far to the "beat" was shrinking inventories relative to the massive Q1 pre-ord…

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SPECIAL REPORT: Reaction To Today's Fed Announcement | Axel Merk + Live Q&A 54:24

1M ago54:24

54:24

A few hours ago, the Federal Reserve Open Market Committee released the outcome of its meeting this week, keeping its policy rate unchanged (as expected) as well as the pace of its Quantitative Tightening program. And just a little while ago, Fed Chair Jerome Powell just wrapped up his press conference related to this release. The market’s reaction…

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There's A Long, Grinding Bear Market Coming | David Hay 1:55:45

1M ago1:55:45

1:55:45

The last time I interviewed today's guest was right after the stock market plunged 20% to its post-Liberation Day lows in April.Wall Street was stunned, as just a few months before, the market seemed unstoppable.Well, here we are three months later...and stocks have rocketed back to new highs.The fears that panicked investors so much back in April …