The Transcript

Software Bust?

There’s a whole bunch of software companies whose stock prices are under a lot of pressure

Feb 9 • The Transcript

1

A New Sheriff

Trump nominates Kevin Warsh as the next Fed Chair

Feb 2 • The Transcript

4

January 2026

So Much Work to Do

The current AI landscape is ferociously competitive

Jan 26 • The Transcript

6

1

Tailwinds

Well-capitalized corporates and higher-end consumers are driving the economy forward

Jan 20 • The Transcript

2

Welcome to 2026

There’s no question 2026 will be a pivotal year for AI

Jan 12 • The Transcript

4

December 2025

2025 in Review

Reviewing the key themes from 2025 through C-suite quotes

Dec 30, 2025 • The Transcript

9

1

A Roller Coaster Year

With sharp equity market declines and questions about U.S. exceptionalism, 2025 has been a roller coaster experience for investors

Dec 22, 2025 • The Transcript

4

1

Broad Range of Neutral

Fed: We are well positioned to determine the extent and timing of additional adjustments

Dec 15, 2025 • The Transcript

5

Sticky Inflation

Lower income consumers are feeling the weight of persistent inflation

Dec 8, 2025 • The Transcript

3

November 2025

Bubble Talk

$NVDA: From our vantage point, we see something very different

Nov 24, 2025 • The Transcript

3

Are We Going Too Far?

Is the risk is bigger if you don’t invest?

Nov 17, 2025 • The Transcript

5

K-Shaped Recovery

There's significant stability and growth in the high end and some moderate signs of stress in the low end

Nov 10, 2025 • The Transcript

4