Steve Johnson: What the market is missing about the AI boom

Steve Johnson: What the market is missing abo...

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Our Monthly Portfolio Update - September 2026

Bryce & Ren are back with their monthly portfolio check-in after a rough month across global markets. They unpack what’s working, what’s hurting and where they’re putting money to work, from Alphabet to QXO, the boys discuss which positions they’ve sold, what they’re holding on a ...  Show more

The Infrastructure Behind AI, Electrification and Energy Security with Shane Hurst

AI, electrification, renewables & energy security are driving an infrastructure investment boom on a scale Shane Hurst says he hasn’t seen before. ClearBridge Investments portfolio manager joins us to unpack the physical assets sitting beneath these megatrends, from electricity g ...  Show more

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