Headwinds versus Tailwinds

Jason and Jordan discuss the recent news about Jensen Huang, AI spending, and the overall market volatility.

Jason and Jordan discuss whether midterms will be a clearing event and how they expect the market to react to different outcomes.

Jason and Jordan discuss what is top of mind for investors: AI spending, fixed income challenges, and early adopters to AI.

Jason and Jordan discuss why it is important not to confuse anxiety around AI debt concerns with demand issues. They also discuss what other sectors we are looking

Jason and Jordan discuss the upcoming earnings seasons and how a stabilization of rates can impact companies that have underperformed.

Jason and Jordan discuss the generational opportunity in fixed income. They also discuss where the fixed income market will pass the baton when rates stabilize.

Jason and Jordan discuss how equities and fixed income are not acting like we would normally expect, almost as if it is opposite day. They also discuss their view on bond yields.

Jason and Jordan discuss how AI spending is the fuel, and productivity is the payoff. They also discuss why oil may be the biggest swing vote and EPS growth.

Jason and Jordan discuss the opposing sides of the market right now: the war, oil, fed, and the other side being strong earnings.

Today, Jason and Jordan discuss how Kevin Warsh's decision to say less may actually be saying more, especially after years of Fed overcommunication. They also break down UBS's S&P 500 targets for this year and next year, along with the market outlook behind those forecasts.