Yahoo Finance anchor Josh Lipton sits down with ADP chief economist Nela Richardson, Truist chief investment officer and chief market strategist Keith Lerner, and People Inc. chief business editor Caleb Silver to look at the current state of the market and what investors should look forward to heading into 2026.
How excited are investors about the potential of artificial intelligence (AI)? And what will the economy look like if there are additional rate cuts next month?
Wedbush Securities managing director and global head of technology research, Dan Ives, talks about the bull cases for Tesla (TSLA) and Nvidia (NVDA), and what hour we’re at in the artificial intelligence (AI) party.
While major Wall Street figures like Jamie Dimon have warned about “cockroaches” infesting the US economy due to concerns about the credit market, some aren’t as fearful of the invasive bug analogy.
Allianz chief economic adviser, Mohamed El-Erian, sits down with Yahoo Finance Executive Editor Brian Sozzi to talk about why he’s not seeing any “termites” eating away at “the integrity of the system.”
El-Erian goes on to discuss a variety of topics, including the type of economic objectives that the next Federal Reserve chair should adhere to, the economic risks “keeping him up at night,” and what he is noticing about the impact of AI on the labor market alongside continued speculation over the formation of a market bubble.
From tariffs and immigration to the Fed and AI, there is a lot for investors to digest. Guggenheim Partners managing partner and Guggenheim Partners Investment Management chief investment officer Anne Walsh shares the fundamentals she is watching and how she is playing the markets now.
#youtube #investing #stocks #news
0:00 Markets panel
17:00 Dan Ives Investing Tesla, Nvidia
23:12 Mohamed El-Erian market and Fed risks
38:37 Anne Walsh market volatility, risks, and opportunities
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