While the markets keep buzzing about AI, we look at what's happening and ask the question: What are sky-high AI returns hiding?

Natalie Picha, CXO, sits down with our CIO, Glenn Royal, CFP® to separate signal from noise as mega-cap tech drives returns, rates tilt toward cuts, and policy shifts reset the playing field for defense, infrastructure, and the power grid behind modern computing. Our conversation covers:

• AI-led gains versus broader market breadth

• Rate cuts, earnings growth, and valuation pressure

• Circular financing and hyperscaler CAPEX ROI

• Earnings season expectations normalizing

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https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530