In this episode, we break down the sharp equity rotation sparked by rising AI disruption risk, with software and other data-intensive industries selling off across regions. The MSCI World Momentum Index delivered its 5th largest sell-off versus the market since 1995, while volatility gauges flashed warning signs beneath the surface. What does this all mean – we break it down!

We’re joined by Chad Roesler, Executive Vice President at Gradient Financial Group and with the firm since the very beginning. Chad shares his personal path with the firm, how Gradient has evolved over time, and how that long-term perspective shapes the way he thinks about markets today.

Chad also sprinkles in hard-earned wisdom on stock picking, shares his thoughts on “green money” - including annuities and life insurance - and adds a few fun personal insights into what and how he likes to watch sports.