🚀 The surprising insight this week: AI may be here to stay, but the price investors pay still matters. In Weekly Rebalance #38, Ethan and Garrett break down SpaceX volatility, Micron’s sharp move lower, and why richly valued tech names can swing hard when expectations get questioned. They also discuss the US-Iran conflict’s impact on inflation, the K-shaped economy, and why dividend aristocrats held up while growth-heavy indexes struggled. Plus, the conversation turns to Kevin Warsh’s more hawkish Fed approach, 2% inflation targeting, less forward guidance, and what “messier meetings” could mean for market volatility.

💬 Comment early: Do you think less Fed transparency helps or hurts markets?
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