Brad Rapking looks to the end of the year and reacts to Nvidia (NVDA) and Walmart (WMT) earnings. “We’re probably in a bubble of people calling for bubbles…there’s always going to be a bit of froth in new technologies,” he says, saying pullbacks are healthy. He sees a “positive wealth effect” with markets at highs that he thinks will support consumer spending even as jobs weaken. He also covers some strategies for investing in options-based ETFs.

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