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Semis Gone Parabolic. Fed Credibility Reversal. Can the Rally Survive the Flows?
In this episode of Last Call, we look back at June 2026 and break down the biggest market stories shaping investors’ outlook for the second half of the year. Matt Zeigler and Jack Forehand are joined by Andy Constan, Ben...
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Semis Gone Parabolic. Fed Credibility Reversal. Can the Rally Survive the Flows? is an episode from Excess Returns by Excess Returns. In this episode of Last Call, we look back at June 2026 and break down the biggest market stories shaping...
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Published Jul 3, 2026, 01:04:37 long, audio available.
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