What Is AI Hiding?

While the markets keep buzzing about AI, we look at what's happening and ask the question: What are sky-high AI returns hiding? Natalie Picha, CXO, sits down with our CIO, Glenn Royal, CFP® to separate signal from noise as mega-cap tech drives returns, rates tilt toward cuts, and policy shifts reset the playing field for defense, infrastructure, and the power grid behind modern computing. Our conversation covers: • AI-led gains versus broader market breadth• Rate cuts, earnings growth, and valuation pressure• Circular financing and hyperscaler CAPEX ROI• Earnings season expectations normalizingIf you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com.Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530