# Jay Mehta

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Jay Mehta On NVDA Earnings, Rising Yields & Market Risks

Jay Mehta breaks down why stocks moved lower after Nvidia (NVDA) earnings as bond yields reached 16-month highs. He explains the risks of a "mini stagflation" environment and why investors should focus on the long-term cycle. Jay also points to housing as a bright spot while yields continue to surg…

Bull Market Rolls On Despite Risks as IPO Buzz and AI Drive Growth

Jay Mehta explains why the bull market continues despite geopolitical and macro uncertainty, pointing to strong demand for long-duration growth and innovation tied to recent IPOs. He notes that tech and communications are driving earnings growth while other sectors lag, keeping markets narrow. Meht…

CapEx Boom Drags Down Mag 7: Explaining AI Spending's Overhang on Tech

Jay Mehta discusses tensions in Mag 7 price action, driven primarily through growing AI CapEx. Investors are investing in other sectors as concerns over AI spending boil over. Jay also highlights what the AI CapEx boom means for the market's forward momentum and breaks down expectations ahead for t…

18th Consecration Prayer | Righteous Armour of God Part 1 | Ps Jay Mehta

Ezekiel 14 Hosea 14:9 The Garment, Robe, and Armor FrameworkThree Distinct Layers Garment — displays your position and condition before God; speaks of identity; lost in the Garden of Eden through transgression; restored through acts of righteousness (Revelation; Isaiah 61:10). Robe — speaks of ca…

The Rise of Generation Alpha: From Middle School to Campus

Higher education is just beginning to understand Gen Z, but Generation Alpha is already moving through the K-12 pipeline. What will happen when these platform-native students and their collaborative Millennial parents arrive on campus? To understand what’s coming, host Dr. Glenn DeGuzman talks with…

The Core Tension Between a Soft Landing and Consumer Fatigue

Jay Mehta says resilient GDP and cooling PCE make a stronger case for a soft landing, but soft labor market internals and rising long-term yields create a core tension for investors. He sees consumer fatigue as the biggest risk and stresses selectivity as elevated yields pressure valuations. He rem…