In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Partner & Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Partner & Chief Investment Officer, examine two narratives dominating investor conversations:

• The surge in AI-driven market volatility
• ITR Economics’ long-standing 2030–2036 depression forecast

From insurance brokers and wealth managers to logistics and real estate services, markets reacted sharply to AI headlines. But is this disruption or mispricing?

Key Topics Include:

• AI panic across sectors and why markets “shoot first”
• Why AI may intensify productivity rather than replace labor
• ITR’s unchanged 2030 depression forecast
• Japan’s demographics vs. market returns
• Debt-to-GDP and inflation narratives
• Austrian Business Cycle Theory explained
• Why technology can outpace demographic decline
• Portfolio strategy implications

Whether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.