In this episode, we discuss about new stock market highs in the US and great Napa Valley wines. In more detail, we look at the North and Central Coast regions in California (that include 139 AVAs) focusing on Oakville inside Napa Valley, and the tasting of the Opus One - a great wine. In parallel, we share what toppy stock indices hide behind the surface, what is the rationale behind the (probably last) Fed cut in this cycle and what may happen next in markets. Episode sponsored by Pantarai ADAPT.