Latest / Something More with Chris Boyd
AI, Interest Rates, and the Road Ahead
As the new year begins, Chris Boyd and senior portfolio strategist Brian Regan take a deep, forward-looking look at the economy, markets, and portfolio positioning. This episode explores how artificial intelligence has become a dominant driver of economic growth and why its influence is reshaping equity valuations, sector allocation, and long- term investment strategy. Brian and Chris explain why today's market differs fundamentally from past valuation peaks, how earnings growth and expanding margins are supporting prices, and what hyperscale AI investment means for semiconductors, utilities…
The skinny
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