Equity Bubble Brewing, AI and Earnings, and UMichigan Consumer and Inflation Expectations - (EP. 17)

In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. Scott analyzes the conditions such as momentum, banking deregulation, and AI that could be driving a new equity bubble. He then recounts Oracle, Synopsys, and Adobe earnings, noting the positive impact that AI continues to have for earnings growth and performance. Lastly, Scott summarizes his thoughts on the UMichigan Consumer Sentiment and Inflation Expectations for the coming years, noting structural reasons for higher inflation.