CLARITY Day🚨 + Fed Outlook🔥Rebecca Walser INTERVIEW
Following hotter-than-expected inflation data, markets are rapidly shifting to price in a potential Federal Reserve rate hike by late 2026 or early 2027. Meanwhile, CLARITY Act is set for a markup today. ~This episode is sponsored by Tangem~ Tangem ➜ https://bit.ly/TangemPBN Use Code: "PBN" for Add…
Rebecca Walser on Navigating AI CapEx, Tech Winners & RDDT Room to Run
"You can't be hyperbolic enough" when it comes to AI's impact on the markets and the U.S. economy, says Rebecca Walser, making it difficult to gauge valuations for the industry. She adds that CapEx from hyperscalers clashes with rising energy costs as the U.S.-Iran war lingers on. Rebecca says the …
Charles’ Take: Why Political Roadblocks Won't Stop the Tech Boom
Charles Payne is joined by Rebecca Walser, Chief Investment Officer at Walser Wealth Management, to discuss how political resistance and soaring energy costs threaten America's lead in the AI race and why market volatility shouldn't shake tech investors, and to identify market opportunities in tech…
Rebecca Walser Talks Mag 7 AI Spending Concerns & Sectors Benefitting from AI
Rebecca Walser talks about why she believes markets are selling off tech as Friday's trading session continues that weakness in the sector. She discusses CapEx concerns surrounding hyperscalers like Alphabet (GOOGL) and Microsoft (MSFT), while highlighting sectors she sees having strong AI momentum…
Walser: Want America to Lead A.I. Race
Rebecca Walser joins Diane King Hall at the NYSE to make sense of the latest market rally. She does see a potential pullback in options activity, but stresses the strong fundamental story fueling market momentum. Rebecca says companies have adjusted their plans in light of ongoing geopolitical tens…
CLARITY Act DELAYED🚨Banks Block Crypto!🔥Rebecca Walser INTERVIEW
The CLARITY Act just got punted to September after Senate Republicans and their Bank overlords refused to allow a vote before the August recess, leaving crypto without a market-structure framework once again. Financial expert and attorney Rebecca Walser joins us to break down what actually killed t…
Walser: Fed's 2% Inflation Goal "Will Never Happen" Due to AI "Capital Wars"
"Warsh really had to do what he was expected to do," says Rebecca Walser on the Fed's decision to hike interest rates by 25 bps. She says the FOMC's goal to reach 2% inflation "will never happen" due to AI hyperscaler CapEx ballooning, making the argument the committee needs a new benchmark. Rebecc…
Iran Officials Pessimistic About US Deal Before Midterms
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACFThe selloff in the US bond market deepened on Monday after President Donald Trump rejected Iran’s latest proposal to reopen the Strait of Hormuz, dampening hopes of a dip…
CLARITY Act DELAYED🚨Banks Block Crypto!🔥Rebecca Walser INTERVIEW
The CLARITY Act just got punted to September after Senate Republicans and their Bank overlords refused to allow a vote before the August recess, leaving crypto without a market-structure framework once again. Financial expert and attorney Rebecca Walser joins us to break down what actually killed t…
Treasury Yields Pressure Gold and Silver as Weak Jobs Data Offers Brief Relief, While Central Bank Buying, Chinese Demand and ETF Growth Help Keep Gold Above $4,000
Gold and silver faced another volatile week as the U.S. bond market remained a major headwind for precious metals, with rising Treasury yields and a stronger dollar weighing on prices. A weak U.S. jobs report briefly supported gold and silver before renewed pressure from rising yields erased much o…
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