Greg Halter

Isaac Poole, Chief Investment Officer at Ascalon Capital, shares insights on the cautious market climate ahead of key US economic data and emphasizes the need for earnings re-acceleration before buying dips. He warns of sticky inflation pushing long-term yields higher. Greg Halter, Director of Research at Carnegie Investment Counsel, assesses the recent selloff in tech stocks, particularly Broadcom, and explores opportunities in banking despite risks from stablecoins. Both guests highlight a preference for US investments amid sector rotation trends.

Mike Regan, a senior editor at Bloomberg News, highlights the explosive rally of Bitcoin past $84,000, spurred by Trump's pro-crypto stance. Peter Atwater discusses the 'Bro Trade' phenomenon arising from the new political landscape. Tye Brady, Amazon's chief technologist, shares insights on how AI and robotics are reshaping fulfillment processes. Greg Halter analyzes market sentiments tied to election outcomes, presenting a compelling outlook on the evolving intersection of politics and cryptocurrency.

Greg Halter, Director of Research at Carnegie Investment Counsel, offers U.S. market and macro perspective. Shintaro Takauchi, portfolio manager at Matthews Asia, explains Japan’s historic supermajority and market implications. They discuss fiscal stimulus, yen range and bond yields, AI-driven tech momentum, valuations and earnings, defense spending choices, and risks of concentrated political power.