Are Markets Calm — or Just Waiting for the Next Shock? episode artwork

EPISODE · Feb 17, 2026 · 38 MIN

Are Markets Calm — or Just Waiting for the Next Shock?

from The Financial Exchange Show · host The Financial Exchange Network

Mike Armstrong and Marc Fandetti examine a market that looks flat on the surface but has experienced significant sector rotation and investor anxiety underneath. The conversation explores renewed AI disruption fears, productivity gains, and whether Federal Reserve policy is heading into risky territory. Later, the hosts discuss corporate price increases, rent control proposals in Massachusetts, and new federal efforts aimed at addressing the nation’s housing shortage.

Mike Armstrong and Marc Fandetti examine a market that looks flat on the surface but has experienced significant sector rotation and investor anxiety underneath. The conversation explores renewed AI disruption fears, productivity gains, and whether Federal Reserve policy is heading into risky territory. Later, the hosts discuss corporate price increases, rent control proposals in Massachusetts, and new federal efforts aimed at addressing the nation’s housing shortage.

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Are Markets Calm — or Just Waiting for the Next Shock?

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This episode was published on February 17, 2026.

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Mike Armstrong and Marc Fandetti examine a market that looks flat on the surface but has experienced significant sector rotation and investor anxiety underneath. The conversation explores renewed AI disruption fears, productivity gains, and whether...

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