PowerCast with Tyler Mathisen

After a summer break, PowerCast with Tyler Mathisen is back. We have insights from Christian McCormick, CFA, of Meketa Investment Group, Kevin Mahn of Hennion & Walsh, and Liam Boggan of Quantmatix Limited. Guests offer their thoughts on whether a crash is coming -- they all seem quite chill about it -- and offer some hot stock picks.They discuss a strong U.S. equity rally amid Middle East conflict and Strait of Hormuz uncertainty, rising gasoline and fertilizer costs, and nerves about fall volatility. They address reduced Fed forward guidance under Chair Kevin Warsh, shifting monetary-policy style, and the impact of higher long-term rates and yield-curve steepening on valuations. McCormick says investors are reducing public equities but reallocating more to private markets (infrastructure, private credit) rather than cash. Mahn argues earnings strength, AI infrastructure spending, and select valuations support markets; he highlights his “AIR 7” AI ecosystem basket (including Nvidia, Micron, Taiwan Semiconductor, Digital Realty, Vertiv, and American Electric Power). Boggan notes low VIX complacency, rotation toward value, and favors energy, materials, gold/miners, and selective semiconductors while cautioning on utilities, consumer discretionary, and real estate. Thanks to our production team behind the scenes, Francy Egan and Victoria Smith, as well as Gil Edwards at Ignite Creator Studios. (00:00) Welcome and Introductions(00:30) Summer Market Jitters(02:35) Cash and Private Shift(03:43) Hormuz Headlines Move Markets(05:55) Earnings Versus Valuations(09:07) Fed Warsh Era(12:02) AIR 7 AI Plays(14:38) Picks and Shovels Investing(16:48) Six Month Outlook Picks(20:42) New Guest Liam Baggen(21:28) VIX Complacency Rotation(26:33) Sector Calls and Stock Names(28:19) Wrap Up and Disclaimer You Can Follow The Powercast on Socials Here: Instagramhttps://www.instagram.com/powercastwithtyler PowerCast Xhttps://x.com/powercastwtyler TikTok https://www.tiktok.com/@powercastwithtyler

How should investors react to war, inflation, and plunging consumer confidence? Guests on PowerCast with Tyler Mathisen discuss whether it's time to ditch the so-called Magnificent-7 tech stocks in favor of the Artificial Intelligence Revolution-7, or AIR-7.

Should you ditch the Magnificent-7 tech stocks for the Artificial Intelligence Revolution-7, or AIR-7? That’s the topic of the latest PowerCast with Tyler Mathisen, where Kevin Mahn of Hennion & Walsh explains his AIR-7 investment thesis. Liam Boggan of Quantmatix Limited also reviews AI stocks and suggests Microsoft could have 20% upside from current levels. Justin DeAngelis of Denham Capital Management and Rebekah Kebede join our roundtable discussion; also appearing Robert Zito and Alma Schneider, L.C.S.W. from Cento Amici and 1in6 Support; thanks to Gil Edwards, MBA of Ignites Creator Studio; and our montclair.media production team Francy Egan and Victoria Smith.

Brandon Thor, CEO of Thor Metals, chats with Bobbi Rebell on PowerCast with Tyler Mathisen about investing in gold via a Self-Directed IRA, gaining an edge with bullion, and the particulars of investing in precious metals. They also discuss how it all works in the real world and how Thor Metals approaches education, trust, and its guarantee to always buy back metals sold to its customers at no cost.

Amid war, rising gas prices, and Cuba fears, the upcoming episode of PowerCast with Tyler Mathisen finds that the Wall Street consensus is, as Taylor Swift would say, you need to calm down! We chat with Liam Boggan of Quantmatix and Michael Koskuba, Managing Partner & Chief Investment Officer of Momentum Wealth Partners, about how investors should respond to the sudden bear market, and we interview Brandon Thor of Thor Metals to ask which investors might find refuge in gold.

Amid war, rising gas prices, and Cuba fears, the upcoming episode of PowerCast with Tyler Mathisen finds that the Wall Street consensus is, as Taylor Swift would say, you need to calm down! We chat with Liam Boggan of Quantmatix and Michael Koskuba, Managing Partner & Chief Investment Officer of Momentum Wealth Partners, about how investors should respond to the sudden bear market, and we interview Brandon Thor of Thor Metals to ask which investors might find refuge in gold.

On the latest PowerCast with Tyler Mathisen, we discuss monetary policy, stock market sector rotation amid concerns about AI capex, and how Americans can address affordability challenges.

On the latest PowerCast with Tyler Mathisen, we discuss monetary policy, stock market sector rotation amid concerns about AI capex, and how Americans can address affordability challenges.

President Donald Trump’s unpredictable fiscal and foreign policy are a key factor reshaping expectations for economic growth on both sides of the Atlantic. Without getting political, guests on the latest PowerCast with Tyler Mathisen discuss how investors might rebalance portfolios for 2026. The latest episode offers ideas from Liam Boggan of Quantmatix Limited, Kristina Hooper of Man Group, and Bobbi Rebell Kaufman, CFP® on how Americans can respond to the affordability crisis.In the latest episode of PowerCast, experts offered diverging views on the outlook for U.S. equities. Quantmatix Chief Executive Officer Liam Boggan indicated that signals from his firm’s AI-driven trading platform suggest the U.S. economy will expand in 2026, with inflation remaining subdued—an outcome that would be welcomed by most investors as a “Goldilocks” scenario. In contrast, Man Group Chief Market Strategist Kristina Hooper said that after three years of robust, double-digit stock market returns, the U.S. could face a mild recession and low-to-high single-digit declines in U.S. stocks in 2026. Despite their differences on the U.S. outlook, both experts agreed European equities are positioned to outperform their American counterparts in 2026.Hooper added that gold is emerging as the preferred safe haven for many investors “because it carries with it arguably less risk” than U.S. Treasuries. According to financial wellness expert Bobbi Rebell, concerns about market conditions and affordability have reached such elevated levels in the United States that 61% of Americans now identify money as their primary source of stress. Indeed, she said a growing number of Americans are now using savings or taking on new debt to cover everyday expenses. However, Rebell advises that Americans should not rely on potential caps on credit card interest rates or other policy interventions; instead, she recommends proactively managing your personal financial wellbeing.This podcast represents opinions and is not intended as investment advice or a recommendation to buy or sell securities. Investors should consult with their financial advisors or brokers before making investment decisions. 

President Donald Trump’s unpredictable fiscal and foreign policy are a key factor reshaping expectations for economic growth on both sides of the Atlantic. Without getting political, guests on the latest PowerCast with Tyler Mathisen discuss how investors might rebalance portfolios for 2026. The latest episode offers ideas from Liam Boggan of Quantmatix Limited, Kristina Hooper of Man Group and Bobbi Rebell Kaufman, CFP® on how Americans can respond to the affordability crisis.