Something More with Chris Boyd | AI, Interest Rates, and the Road Ahead

Описание: As the new year begins, Chris Boyd and senior portfolio strategist Brian Regan take a deep, forward-looking look at the economy, markets, and portfolio positioning. This episode explores how artificial intelligence has become a dominant driver of economic growth and why its influence is reshaping equity valuations, sector allocation, and long- term investment strategy.

Brian and Chris explain why today’s market differs fundamentally from past valuation peaks, how earnings growth and expanding margins are supporting prices, and what hyperscale AI investment means for semiconductors, utilities, and infrastructure. The conversation also covers yield-curve dynamics, Federal Reserve policy, inflation, tariffs, and how these forces interact across equities, fixed income, alternatives, and international markets.

Listeners will gain insight into the “complete system approach” to investing that connects macroeconomic signals with tactical portfolio decisions, along with practical considerations for retirees and those nearing retirement. A thoughtful, data-driven discussion designed to help investors stay disciplined amid volatility and focus on what truly drives markets.

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