Feb 7, 2026: Earnings up, multiples flat—what’s the market missing? From stocks, gold, and the Fed in a pickle to AI layoffs and inflation
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Feb 7, 2026: Earnings up, multiples flat—what’s the market missing? From stocks, gold, and the Fed in a pickle to AI layoffs and inflation
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About this listen
David McCord joins us to discuss the growing market rotation away from speculative areas, the impact of AI spending, and what recent Mag 7 earnings reveal about leadership in stocks. We explore whether this shift signals a new bear market or a normal rotation, why the Fed remains in a policy pickle, and the key risks investors should be watching. We also break down the K-shaped economy, AI-driven white-collar layoffs, persistent inflation, and why housing remains central to the broader economic outlook.
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