Is the economy headed for a slowdown; or a tech-fueled boom?
In this episode of Something More with Chris Boyd, Chris is joined by Russ Ball and Brian Regan, Senior Portfolio Manager at Wealth Enhancement Group, for a deep dive into the economic outlook heading into Q4.
They unpack:
The hidden drag of tariffs, student loans, and slowing job growth
The explosive growth of AI infrastructure and its market impact
Why utilities and semiconductors may be the “picks and shovels” of the AI boom
How a steepening yield curve could benefit regional banks
The surprising strength of gold and long-term bonds
Portfolio strategies to balance risk and opportunity
Whether you're concerned about recession risks or excited by the AI revolution, this episode offers a thoughtful, data-driven perspective on how to position your investments for the months ahead.
Listen now at SomethingMoreWithChrisBoyd.com or wherever you get your podcasts.
#Q4Outlook #MarketInsights #AIInvesting #TariffImpact #PortfolioStrategy #FinancialPlanning #ChrisBoydPodcast #WealthEnhancement #GoldInvesting #YieldCurve #RegionalBanks #InvestmentOutlook #EconomicUpdate #SmartInvesting