Many see real GDP growth running well above 3% in 2026 (8-minute video)
Bond market action suggests inflation is headed lower (5-minute video)
AI will very likely kill tech monopolies (5-minute video)
Disinflation in housing market is good news for consumers (5-minute video)
Weakness in bank stocks is buying opportunity (5-minute video)
Private credit is the new market boogieman (6-minute video)
Opportunity may now be in stock laggards (8-minute video)
AI should be a boost for the S&P 500 earnings (5-minute video)