Lance Wilk
Senior research analyst (at Bernstein) who joins via phone to discuss healthcare policy impacts and Medicare rate changes affecting insurer margins in the episode.
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Jan 27, 2026 • 44min
Monster Move In Metals… and Big Tech’s AI Trade gets tested 1/26/26
Lance Wilk, senior research analyst at Bernstein, explains Medicare rate shifts and healthcare policy impacts on insurer margins. The conversation covers record runs in gold and silver, dollar weakness and commodity flows. They also debate Big Tech’s AI spending and Nvidia’s strategic moves in the infrastructure space.
