Nasdaq and S&P 500 set record closes; Unlimited Funds\u2019 Bob Elliott breaks down the market action. Apollo Global Chief Economist is still saying the Fed won\u2019t cut rates in 2024. He makes his case. Neuberger Berman\u2019s John San Marco on his top retail picks and consolidation in the sector. Guggenheim analyst Ron Jewiskow on why he\u2019s still bearish despite Tesla\u2019s major runup in July so far.