As we hit the midpoint of the year, Andrew, Luke, and Cristian sit down to unpack what’s driven markets so far—and what may be ahead. From tariff negotiations and Fed policy shifts to sector standouts like industrials, biotech, and AI, the team explores how today’s “pause” in rate cuts and earnings momentum may set the stage for a “push” in the months ahead.

Key themes include:

• How front-loaded corporate and consumer activity is shaping Q3 earnings.
• Why liquidity, valuations, and Fed policy are creating both risks and opportunities.
• Where reshoring, infrastructure spending, and AI adoption could fuel long-term growth.
• The sectors and strategies they believe are best positioned heading into year-end.

Don’t confuse the pause for the peak—this episode breaks down the forces shaping portfolios between now and 2026.

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