#ai #stocks #inflation #privatecredit
Trader Talk Host Kenny Polcari, Visible Alpha Head of TMT Research, Melissa Otto, and Michael Gayed, The Free Markets ETF Co-Portfolio Manager, break down the key things investors need to watch, including inflation, private credit risks, and semiconductors.
#markets #nvidia #investing #oil #finance #technology
Chapters
00:00 Oil prices and the Iran conflict
03:45 Why inflation could become stickier
05:25 Is private credit the next big risk?
07:32 Can the Fed still cut rates?
10:17 Why AI spending keeps exploding
13:12 How AI agents could replace jobs
16:30 Why software companies are under pressure
20:07 Why AI changes the value of data
23:09 Bullish or bearish for the rest of 2026?
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