10-1-19: Opinion: One FANG Stock Could Rally...

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

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AI's Spending Paradox: Hyperscalers Left Behind as the Trade Evolves

The AI trade has dramatically outpaced the hyperscalers who are supposedly its biggest beneficiaries, even as Big Tech's stock buybacks disappear under the weight of massive AI capital expenditures. Investors are now asking whether the AI infrastructure buildout will ever transla ... Show more

. 44min 26sec

Is This 2022 All Over Again? The Market Risk Checklist for 2026

This market looks like 2022 in three uncomfortable ways: investors are nervous about inflation, interest rates are still driving market behavior, and expensive growth stocks are vulnerable to sharp resets. But 2026 is not a copy-and-paste repeat of 2022. The investor who understa ... Show more

. 44min 57sec

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MARKETS DAILY: Crypto Update | Markets Haywire Amid SEC’s ETF Application Response and the ‘Natural’ End to a Long World Cycle

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Adam B. Levine zooms in on the important factors to keep in mind as the next few years unfold. Today's Stories: Bitcoin Tumbles on Report of SEC Saying Spot BTC ETF Filings Inadequate SEC vs Coinbase Case Set for July 13 After Exchange's 'Creative' Opening Response Markets Links ... Show more

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