Investor risk appetite remains elevated as earnings growth outweighs geopolitical uncertainty, higher gas prices, and a new leader at the Federal Reserve.
This podcast with Charles and Marc looks to:
- Recap a “bounceback” quarter led by momentum and high-beta stocks
- Examine the unrelenting surge in AI capital expenditures
- Highlight the growing and largely unacknowledged risks embedded in today's passive index strategies
- Explore the continued shift in investor sentiment
We hope you find this discussion informative.
Wishing everyone a restful summer.
Best Regards,
The Kantor Group
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