# The Market Is Hot, But This Is Where Investors Get Hurt Page: https://stenobird.com/podcast/investtalk-442958/the-market-is-hot-but-this-is-where-investors-get-hurt Text version: https://stenobird.com/podcast/investtalk-442958/the-market-is-hot-but-this-is-where-investors-get-hurt.md Podcast: [InvestTalk](https://stenobird.com/podcast/investtalk-442958) Published: 2026-05-12T00:06:04+00:00 Episode link: http://investtalk.com Audio file: https://pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/137/audio3.redcircle.com/episodes/1b41e5c6-8e4f-4b24-bac9-04c82dc0ff3c/stream.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/the-market-is-hot-but-this-is-where-investors-get-hurt Duration seconds: 2510 ## Resource Stocks are pushing highs, but inflation, oil, rates, and housing are all flashing “stay disciplined. The market is acting confident… but the data is telling investors not to get comfortable yet. Today's Stocks & Topics: Venture Global, Inc. (VG), Market Wrap, Netflix, Inc. (NFLX), KLA Corporation (KLAC), AI and Investment Advice, Devon Energy Corporation (DVN), The Market Is Hot, But This Is Where Investors Get Hurt, The TJX Companies, Inc. (TJX), Free Cash Flow. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Progressive: https://www.progressive.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/the-market-is-hot-but-this-is-where-investors-get-hurt/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/investtalk-442958/the-market-is-hot-but-this-is-where-investors-get-hurt.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.