Talk Your Chart | AI Boom or Bubble, and are we Over the Inflation Hurdle? | Ep. 72
In Episode 72 of Talk Your Chart, Marcos and Brett analyze the growing AI spend versus its current profitability, before diving into the state of inflation and its impact on the market. Marcos argues that inflation is cooling, with the economy positioned to handle higher interest rates, while Brett raises concerns about the risks of rising inflation. They also discuss what these trends mean for long-term investment strategies and whether the market can maintain its momentum in the coming months.
Charts available for download HERE.
Stay Informed with Talk Your Chart – Your Monthly Real Talk on Markets, Money, and What It Means for You. Sign up now to get expert insights delivered straight to your inbox.
Categories
Recent Insights
-

Talk Your Chart | Market Reversals, AI Interdependence, and What Investors Should Know | Ep. 74
In episode 74 of Talk Your Chart, Brett Horowitz is joined by Lane Jones, Chief Investment Officer at Evensky & Katz / Foldes, to examine some of the most surprising market behaviors of 2025. They break down this year’s historic intraday reversals, why strong economic data can still trigger weak market reactions, and how rate-cut…
-

Combining Donor-Advised Funds and Private Family Foundations for Charitable Giving
When families embark on a philanthropic journey, they often consider whether to create a private family foundation (PFF) or establish a donor-advised fund (DAF). Both vehicles are powerful tools, each with distinct advantages. In practice, many families find that using both together can provide the flexibility, simplicity, and impact they seek. With careful planning, the…
-

Here’s How To Take Your Wine Investment Portfolio to the Next Level
Many investors exploring the world of wine as an asset start with a handful of bottles or a platform account. However, the real challenge (and opportunity) lies in taking a portfolio from “starter” to strategically optimized.
-

The OBBA §179 Deduction: Conversations Every Business Owner Should Be Having
It’s all the buzz… Congress passed another “new law” — the One Big Beautiful Bill Act (OBBBA). In it, major changes to the OBBA §179 deduction start in 2025. For small and mid-sized businesses, this could result in significant tax savings and better cash flow when investing in equipment, technology, or improvements. Forget all the…
-

Collaborative Divorce: Navigating Legal and Financial Decisions with Clarity
Divorce can be one of life’s most challenging transitions, affecting both emotional well-being and financial stability. How the process unfolds can influence your future for years to come. Collaborative divorce offers an approach that emphasizes clarity, control, and cooperation. While it may not be right for everyone, it provides a structured path for families who…
