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Watch now | Bob Robotti on why AI’s biggest opportunities may be hiding in the physical economy, how passive investing creates openings for stock pickers, and why patient capital still matters.
Capital Cycles, Reindustrialization, and Why the Long Wait Makes the Payoff Bigger
The T. Rowe Price global technology PM on the dangers of overthinking, navigating bubbles instead of missing them, and the market daring you to choose.
Watch now | Why falling rates can become bad news for stocks, why productivity can rise when growth weakens, and what that means for the AI boom.
Why Rates Might Fall for the Wrong Reason and Whether the Boom Is Real
Watch now | Why the semi selloff may have been more about leverage than fundamentals — and why rates, correlation and options positioning now matter more.
Why the Market Shifted from Tokens to Rates Ahead of Nvidia and Jackson Hole
Watch now | Jim Paulsen on why the market may be shifting from inflation fear to growth fear and why falling yields could become bad news for stocks
Weak Jobs, Policy Lags, False Productivity Signals, and New Era vs. Old Era
Watch now | Dom Rizzo on why today looks like 1998, why AI spending may accelerate from here, and why traditional software could be on the wrong side of the next phase of the AI boom.
