Markets Panic Selling? Fed Cuts, Growth Myths, & Is AI a Bubble? | Market Insights Broadcast

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Partner & Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Partner & Chief Investment Officer, break down what markets are actually responding to and what investors may be overreacting to. From Federal Reserve rate expectations to GDP forecasts, earnings leadership, and market growth myths, the team walks through why recent volatility has looked more like short-term panic than a fundamental shift. Using historical data and current earnings trends, they explain why growth continues to surprise to the upside and whether betting against U.S. markets (or innovation) works. Key Topics Include: Why recent volatility wasn’t true panic selling Fed rate cuts: what mattered in 2025 and why 2026 may be different GDP forecasts and why growth keeps getting underestimated Why the “Magnificent 7” continue to drive earnings growth U.S. dollar weakness and global performance narratives Why AI does not resemble past market bubbles Money supply trends and what they signal for markets Whether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.