Jason and Jordan discuss why they believe we are living in a golden age of AI, and how it is driving the market rally and broader economic growth. They also reviewed the upcoming midterm elections and how potential outcomes could influence market performance.

Jason and Ryan discuss the market optimism giving the recent positive earnings season. They also review why Jason believes the jobs report will lead the Fed to hold and eventually cut rates.

Jason and Ryan discuss the AI trade and how it is "catching its breath." They also review why Jason believes leverage is responsible for volatility, not AI.

Jason and Jordan discuss how the AI debate has shifted from imagination to the application stage as investors focus on which companies can translate AI spending into earnings. They also discuss investor anxiousness due to several headwinds.

Jason and Jordan discuss the recent tech cooldown after a strong run and why we are rotating into new opportunities across the market rather then taking money off the table.

Jason and Jordan discuss how markets continue to look past geopolitical tensions, with investors viewing Iran-related volatility as manageable and unlikely to derail the broader outlook. They also discuss earnings season, where strong expected profit growth could validate elevated stock prices.

Jason and Jordan discuss the constructive backdrop and why Financials could be the next sector to look at.

The Mag 7 are no longer carrying the market, as massive AI spending raises questions about when returns will follow. Jason discusses why he believes a healthy rotation is underway. With gold pulling back and opportunity emerging, we break down what this shift means for investors right now.

Markets are surging on strong earnings and easing macro pressures, but inflation remains in focus. Investors with high tech concentration may need a Plan B; turning to industrials to stay in the growth story while adding diversification from AI. Jason also discusses the recent message from the Fed.

Jason discusses a market at record highs with strong earnings, easing inflation pressures, and rising economic influence. He also outlines a “Plan B” for investors - diversifying beyond tech into industrials.