The market is at all-time highs and Scott Bauer is bullish, but he has his reservations. He joined Business First AM to explain what has him excited about certain beaten-down names and what is quietly making him nervous about the broader market right now.
Scott covers:
- Why he describes his current market outlook as “reluctantly bullish”
- The beaten-down sector he thinks is set up for a breakout right now
- The concentration risk hiding inside the S&P that most investors are overlooking
- Why volatility being this low is actually a reason to buy protection, not ignore it



