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In this episode, Codi Robirds and Scott Tremlett break down what’s driving today’s stock market rally and where opportunities may be emerging next.

Key topics include:

•  Strong earnings growth and why it’s supporting higher markets 
•  The role of AI in driving real economic expansion 
•  How markets are handling inflation, oil prices, and geopolitics 
•  The Federal Reserve outlook and interest rate expectations 
•  Opportunities in emerging markets tied to AI and global supply chains 
•  What to watch next in economic data and earnings season 

Get a clear, data-driven perspective on the current market outlook, AI investing trends, and global opportunities shaping the path forward.