Fed Rate Hike Odds & the Big AI Capex Question

This week, we dive into the latest market trends, from Fed interest rate expectations and inflation to the underperformance of the Magnificent 7 and oil prices. We discuss the market rotation that is underway, as the "Magnificent 7" increasingly become the "Laggard 7," with investors shifting toward small caps, and other sectors of the market. We also explore massive AI capex spending, memory and storage chip prices, and what’s next for oil prices. Plus, our thoughts and predictions heading into the Fed meeting and what investors should watch for through year-end. And, of course, we talk about Keith and Mike’s recent trip to Costa Rica - and the very special souvenir our president brought back! Join Keith Gangl, Mike Binger, Lisa Schreiber, and John Ingham for markets, insights, and a little fun! Don’t forget to subscribe, like, and comment for weekly market insights.