#stocks #ai #investing #markets
Wall Street still believes the bull market has room to run, but investors may need to prepare for a very different second half of the year.
In this episode of Trader Talk, Kenny Polcari sits down with HB Wealth chief market strategist Gina Martin Adams and AInvest managing editor Adam Shapiro to break down:
00:00 Why earnings season surprised Wall Street
05:25 Why AI still dominates markets
07:57 Where investors may find new opportunities
11:14 Why quality stocks matter again
13:35 Small caps and manufacturing rebound
15:24 Could Kevin Warsh keep rates elevated?
18:56 Why inflation risks may be underestimated
21:17 Housing affordability remains a major issue
25:37 What investors should expect next
#inflation #economy #wallstreet #finance #semiconductors
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