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In this post-live episode of The Money Path, host Todd M. Schoenberger sits down with Aquiles Larrea for a wide-ranging market conversation—from today’s “lame duck” feel in equities to what could drive the next major move. Aquiles explains why investors may be overconfident in some areas while remaining overly skeptical in others, and why a recent pullback looks more like a normal (and slightly delayed) correction than a true breakdown.
They dig into the key macro catalysts ahead, including the upcoming Fed meeting, the impact of weakening private-sector employment signals, and how inflation and tariffs could pressure consumer affordability and housing costs. Aquiles also lays out investment themes he’s watching into 2026, including AI, quantum computing, nuclear energy, infrastructure, and aerospace/defense—plus how competition in chips could shape the next cycle for big tech.
#TheMoneyPath, #ToddMSchoenberger, #AquilesLarrea, #LarreaWealthManagement, #StockMarket, #MarketOutlook, #FederalReserve, #RateCuts, #Inflation, #JobsReport, #ADP, #Tariffs, #HousingMarket, #TechnologyStocks, #AI, #QuantumComputing, #NuclearEnergy, #Semiconductors, #NVDA, #MSFT, #GOOGL, #Infrastructure, #Aerospace, #Defense, #Investing, #WealthManagement, #BTT, #BizTalkTodayTV
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By Evergreen Podcasts | CrossCheck MediaIn this post-live episode of The Money Path, host Todd M. Schoenberger sits down with Aquiles Larrea for a wide-ranging market conversation—from today’s “lame duck” feel in equities to what could drive the next major move. Aquiles explains why investors may be overconfident in some areas while remaining overly skeptical in others, and why a recent pullback looks more like a normal (and slightly delayed) correction than a true breakdown.
They dig into the key macro catalysts ahead, including the upcoming Fed meeting, the impact of weakening private-sector employment signals, and how inflation and tariffs could pressure consumer affordability and housing costs. Aquiles also lays out investment themes he’s watching into 2026, including AI, quantum computing, nuclear energy, infrastructure, and aerospace/defense—plus how competition in chips could shape the next cycle for big tech.
#TheMoneyPath, #ToddMSchoenberger, #AquilesLarrea, #LarreaWealthManagement, #StockMarket, #MarketOutlook, #FederalReserve, #RateCuts, #Inflation, #JobsReport, #ADP, #Tariffs, #HousingMarket, #TechnologyStocks, #AI, #QuantumComputing, #NuclearEnergy, #Semiconductors, #NVDA, #MSFT, #GOOGL, #Infrastructure, #Aerospace, #Defense, #Investing, #WealthManagement, #BTT, #BizTalkTodayTV
Learn more about your ad choices. Visit megaphone.fm/adchoices