Alex Morris, CEO & CIO, F/m Investments explains how the current rally isn’t driven by conviction, but instead it is cash-rich and retail flow investors chasing momentum, aided by structured products and index flows. He shares why while there are short term momentum wins are to be had, longer term, he prefers diversification to concentration.

Produced/Presented: Ryan Huang

Alex Morris, CEO &amp; CIO, F/m Investments explains how the current rally isn&rsquo;t driven by conviction, but instead it is cash-rich and retail flow investors chasing&nbsp;momentum, aided by structured products and index flows. He shares why while there are short term momentum wins are to be had, longer term, he prefers diversification to concentration. Produced/Presented: Ryan Huang

Enjoy this breakfast show: as you sip on your morning coffee, let notable markets and finance experts help you make sense of the latest movers on Wall Street.

As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

US Markets Wrap

As you sip on your morning coffee, MONEY FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

As you sip on your morning coffee, MONEY FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.