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May 12, 2026Episode 69 - April 202615 minutesPlayIn this month's episode, we cover these topics:Market Overview (starts at 00:53)Portfolio Updates (01:39)Oversold Market and Stabilization (02:23)Corporate Earnings Insights (04:10)Discussion on AI Investments (06:30)Use Cases for AI as a Firm (9:40)Federal Reserve Update (11:16)Looking ahead (13:16)...moreShareView all episodesBy Ryan Sheffer and Derek Van Solkema511 ratingsMay 12, 2026Episode 69 - April 202615 minutesPlayIn this month's episode, we cover these topics:Market Overview (starts at 00:53)Portfolio Updates (01:39)Oversold Market and Stabilization (02:23)Corporate Earnings Insights (04:10)Discussion on AI Investments (06:30)Use Cases for AI as a Firm (9:40)Federal Reserve Update (11:16)Looking ahead (13:16)...more
In this month's episode, we cover these topics:Market Overview (starts at 00:53)Portfolio Updates (01:39)Oversold Market and Stabilization (02:23)Corporate Earnings Insights (04:10)Discussion on AI Investments (06:30)Use Cases for AI as a Firm (9:40)Federal Reserve Update (11:16)Looking ahead (13:16)
May 12, 2026Episode 69 - April 202615 minutesPlayIn this month's episode, we cover these topics:Market Overview (starts at 00:53)Portfolio Updates (01:39)Oversold Market and Stabilization (02:23)Corporate Earnings Insights (04:10)Discussion on AI Investments (06:30)Use Cases for AI as a Firm (9:40)Federal Reserve Update (11:16)Looking ahead (13:16)...more
In this month's episode, we cover these topics:Market Overview (starts at 00:53)Portfolio Updates (01:39)Oversold Market and Stabilization (02:23)Corporate Earnings Insights (04:10)Discussion on AI Investments (06:30)Use Cases for AI as a Firm (9:40)Federal Reserve Update (11:16)Looking ahead (13:16)