Eddie Ghabour, chief executive officer at Key Advisors Wealth Management, says "the worst is behind us from the economic slowdown," and he expects growth to accelerate at the end of the year and into the first quarter. Combined with rate cuts, it will add fuel to a market that he says is clearly inflating a bubble, with that performance boosted as well by the longer a government shutdown rolls. He says investors should not fear the bubble, because the market will telegraph the bursting. "You can make the most money in bubbles," he says. "The key to bubbles is riding it up but making sure you are not all in when that bubble pops."

Ghabour is not the only one talking about the market being in a bubble, as David Lundgren, chief market strategist and portfolio manager at Little Harbor Advisors, says the technicals show a market clearly in bubble territory, but in the long upward phase of that cycle. That's why he is fully invested, for now, despite expecting an ugly downturn that he thinks could begin next year.

Drake Hicks, head of impact investing at Variant Investments, discusses the unusual intersection of closed-end funds with impact investing, which goes beyond ESG (environmental, social and government principles) to invest in projects which have a purpose beyond just a profit margin. The firm runs the Variant Impact Fund, a high-yield closed-end interval fund whose assets are aligned with the United Nations' sustainable development goals, and Hicks talks about how shareholders benefit from the interval structure.