Markets remain near all-time highs, and investor sentiment is strong — but a softer July jobs report, along with downward revisions to prior months, points to a cooling labor market.

Heritage Financial CIO, Bob Weisse, joins CEO, Sammy Azzouz, to discuss what this means for the Fed, the economy, and investors. They also break down key valuation metrics (CAPE vs. PE ratios), share views on market efficiency, and examine the potential impact of new tariffs.

Tune in for timely insights on markets, economic data, and how they’re influencing portfolio strategy today.



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