Episode Details

Markets are walking a tightrope—and the next move could be critical for investors.

On this episode of The Money Path, host Todd M. Schoenberger sits down with Zachary Hill, CFA (Head of Portfolio Management at Horizon Investments) to break down the rapidly evolving market environment shaped by Fed policy, AI disruption, oil volatility, and global uncertainty.

With markets reacting to geopolitical headlines—including developments tied to the Iran ceasefire—investors are navigating a fragile but resilient economic backdrop.

💥 Key insights from this episode:
• Why the market’s “path of least resistance” may still be higher
• Fed rate cut expectations—and why timing may shift into 2026
• Oil prices, war risk, and inflation implications
• Why energy stocks could offer diversification despite recent pressure
• The bullish case for financials amid deregulation and consolidation
• How the AI trade is shifting from broad momentum to stock picking
• Opportunities in defense and AI infrastructure
• Housing market headwinds driven by structurally higher rates
• Labor market stability—and why recession fears may be overblown

📈 Zachary Hill explains why today’s environment requires discipline, selective positioning, and a shift away from crowded trades toward targeted opportunities.

👉 If you follow stocks, Fed policy, AI investing, oil markets, or macro strategy, this is a MUST-WATCH episode.

🎯 Watch now and subscribe for more expert insights from top portfolio managers and market strategists.

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