February 17, 2026 | Season 8 | Episode 4

We trace how AI fear is hitting tech, why foreign markets are gaining on a weaker dollar, and how history—Greenland negotiations and central bank fights—frames today’s headlines. We add actionable ideas in dividend ETFs, Stellantis, and EXOR, and explain Medicare’s AI pilot.

• AI disruption risk versus productivity upside
• dollar trends and global equity flows
• Greenland as a strategic bargaining chip
• Hamilton to Jackson and the bank wars
• Panic of 1837 as policy cautionary tale
• futures, earnings, and AI supply chain pressure
• dividend ETF options with international tilt
• Stellantis valuation, risks, and catalysts
• EXOR’s NAV discount and Ferrari exposure
• GDP drivers: productivity and population
• Medicare’s AI prior authorization pilot scope

Thank you for listening to Mr. Keith Lantern
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