Market Volatility Rising: MAAM Research Roundtable (Episode 50)

from Lighthouse Outlook · host MacNicol and Associates Asset Management

In this week's investment research meeting, the team reviews various topics including Maison Capital's quant fund and impressive sharp ratio, AI's impact on various industries, particularly software and finance, the ongoing rotation out of growth and into defensives, commodities, rates, the dollar, and crypto. This discussion is for informational purposes only and does not constitute investment advice.

Episode metadata supplied by the publisher feed · Published Feb 16, 2026

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Market Volatility Rising: MAAM Research Roundtable (Episode 50)

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