NEWS AND INSIGHTS | VIDEO

The Kantor Group’s Q2 2026 Podcast

June 29, 2026

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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