Daniel Tan, Portfolio Manager at Grasshopper Asset Management, discusses why global equities may be running ahead of fundamentals, and where fresh catalysts could emerge. From China’s tech rebound to defense stocks and the dollar’s slide, we explore the forces shaping markets into year-end. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

U.S. stocks stumbled for a second day as AI leaders like Nvidia, Oracle, and Micron lose momentum amid concerns over sky-high valuations. Dilin Wu, Research Strategist, Pepperstonediscusses the risks and opportunities in tech, the bullish gold rally, and the dollar’s surprising strength. We explore what it all means for markets, Fed policy, and investors seeking opportunities across U.S. and Asian equities. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

While global forecasts are improving, U.S. markets continue to defy tariff headwinds with record earnings, margin expansion, and surging AI-driven investment. Laila Pence, President & Co-Founder, Pence Wealth Management explores how monetary policy, labor market shifts, and the AI supply chain are shaping the next phase of the economy — from small caps and financials to hyperscaler spending that could define the next industrial revolution.Produced/Presented: Ryan Huang Image: Gerd Altmann from PixabaySee omnystudio.com/listener for privacy information.

Joseph Shaposhnik, Founder & Portfolio Manager of Rainwater Equity breaks down the latest market themes shaping investor sentiment. We explore why some AI leaders may be better long-term bets than consensus expects, and where opportunities lie amid market volatility — including a potential defence sector supercycle driven by surging demand in key regions. Plus, we dive into strategies for identifying companies that dominate essential niches, creating lasting value through strong pricing power and resilience against disruption.See omnystudio.com/listener for privacy information.

US stocks climb to fresh all-time highs after the Federal Reserve kicks off its rate-cut cycle, with small-cap stocks leading the charge. Christine Short, VP of Research at Wall Street Horizon shares what this means for investors. She also discusses the surprising $5 billion dollar partnership between Nvidia to shape the future of AI infrastructure; as well as Meta unveiling its newest Ray-Ban smart glasses, intensifying the race to dominate the wearable tech space. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

The Federal Reserve has cut rates and signaled two more reductions before year-end, sparking debate over whether policymakers are managing risks or overstepping in the face of persistent inflation and a cooling labor market. Ben Emons, Chief Investment Officer at FedWatch Advisors, unpacks the Fed’s latest move, the implications of its shift toward a more neutral stance, and how markets should interpret the diverging views within the FOMC.  See omnystudio.com/listener for privacy information.

U.S. equities slipped as investors took profits ahead of the Federal Reserve’s much-anticipated rate decision, with markets pricing in a quarter-point cut and more to come by year’s end. Big tech names like Nvidia, Microsoft, and Alphabet dragged the indexes lower, while attention now shifts to Fed Chair Powell’s press conference and political headlines from President Trump’s state visit to the UK. Jason Britton, Founder & CIO, Reflection Asset Management also break down the Oracle-led consortium’s deal for TikTok’s U.S. assets, and what it could mean for trade talks and tariffs. Produced/Presented: Ryan Huang    See omnystudio.com/listener for privacy information.

Stocks are climbing on positive signals in U.S.-China trade talks and investor anticipation of a key Fed decision. Yussef Gheriani, Director of Investments and Operations at IHT Wealth Management, to unpacks a busy week on Wall Street and beyond. He discusses whether a shift from quarterly to semiannual earnings reports would really help companies think long-term — or just limit market transparency. We look at  the unstoppable rise of AI, highlighting how Nvidia, Broadcom, and other chipmakers are powering a growing tech ecosystem that extends well beyond hyperscalers.  Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

David Abella, Director of Investments, GoalVest, discusses the stock market's third successive day of record highs; the latest consumer inflation data print and the likelihood of a Fed rate cut to the tune of 25bps; expectations for Q3 earnings; and why tech with diversification, dividend stocks and gold might be a good play for investors.  Produced/Presented: Emaad Akhtar Photo credit: ReutersSee omnystudio.com/listener for privacy information.

José Torres, Senior Economist, Interactive Brokers discusses another bullish session for Wall Street; Oracle's historic gain; the unexpected fall in wholesale prices and whether the CPI print may meet a similar fate; and the potential odds of a jumbo Fed rate cut at next week's FOMC meeting.  Produced/Presented: Emaad Akhtar Photo credit: AFPSee omnystudio.com/listener for privacy information.