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AI, the Fed, and the Risks Behind the Market Rally
Investors are heading into a pivotal week with inflation data, rising energy prices, and the Fed’s next rate decision all in focus.
Mike Armstrong and Paul Lane discuss why the Fed’s September meeting could become a major credibility moment, how higher interest rates can pressure stocks, and why AI remains the driving force behind the market rally. Luke Kawa of Sherwood News joins the show to break down the Magnificent Seven, Oracle’s role as an OpenAI proxy, and what credit markets may reveal about the AI CapEx boom. They also cover diesel prices, the FIRE movement, Hollywood’s changing box…
The skinny
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