Скачать или смотреть The Independent Advisors Podcast Episode 338

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• Mixed Market Returns & Volatility amid earnings and AI pressures (01:20)
• Jobs Report Surprises & Slower Long-Term Hiring Trends (03:04)
• U.S. Dollar Weakness Driving International Outperformance (07:55)
• Spot Trucking Rates & Capacity Tightening Signal Economic Strength (15:03)
• Multi-Year High Trucking Volumes & Regional Production Shifts (18:04)
• Chicago Rejection Index Shows Severe Capacity Shortage (19:37)
• Transportation Sector Strength & Bullish Market Breadth (23:00)
• Real-Time Inflation Data Suggests Faster Cooling (25:28)
• Potential for More Fed Rate Cuts Than Market Expects (27:30)
• Lower Rates as a Catalyst for Economic Activity (28:50)
• Massive AI CapEx Plans from Mega Tech Firms (30:58)
• Data Center Capacity & Nvidia Earnings Debate (32:21)
• Long-Term Strategic AI Investment Outlook (34:55)
• Sector Rotation Supporting a Healthy Bull Market (36:25)**

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Mark McEvily - Chief Investment Officer and Managing Partner
Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner
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Phone: 937-938-9105
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