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WEITERE EPISODEN IN DIESEM PODCAST

Zach Hill remains cautious near term amid earnings, geopolitical uncertainty and the midterms, but says AI CapEx remains the market’s most important driver and he would buy further weakness. He favors AI infrastructure, metals and mining, materials and industrials, while using bonds, TIPS, natural …
Chris Wang highlights three stock picks outside pure-play AI: Airbnb (ABNB), Costco (COST) and Grocery Outlet (GO). He sees Airbnb as relatively insulated from AI-agent disruption while it expands hotel inventory, Costco benefiting from younger members and surging digital demand, and Grocery Outlet…
BlackRock's Kristy Akullian remains constructive on equities despite narrowing market breadth, pointing to broad earnings growth and continued investor demand for AI and semiconductor exposure. She highlights record ETF flows, growing interest in targeted sector investments, muni bonds like MUB and…
Michael Saylor, executive chairman of Strategy (MSTR), returns to Market Overtime to discuss Bitcoin's move higher after an early 2026 drop, Strategy's plans for daily STRC dividends, and the company's tokenization plans. Saylor also discusses Strategy's Bitcoin holdings, his disdain for the Clarit…
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