Episode Details

Are markets climbing higher for all the right reasons—or is Wall Street pricing in perfection?

On this episode of The Money Path, host Todd M. Schoenberger sits down with Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments, for a powerful breakdown of the biggest forces driving stocks right now.

With the S&P 500 pushing toward record highs, AI productivity reshaping earnings, and oil volatility tied to Iran diplomacy still looming, Mike explains why strong earnings, resilient consumers, and improving market breadth are fueling this rally — while also warning about the biggest hidden risk investors may be overlooking.

💥 Key topics include:
• Can the S&P 500 keep climbing from here?
• AI productivity, semiconductors & the next phase of the infrastructure boom
• Why earnings growth is driving markets more than geopolitics
• Fed policy outlook: Why Horizon sees little case for rate cuts now
• Oil prices, Iran diplomacy & inflation timing risks
• Regional bank M&A, cybersecurity spending & broader market expansion
• Quantitative signals investors should watch now

⚡ From AI leaders like Nvidia, Microsoft, and Google to Fed uncertainty and oil-driven inflation, this episode is a must-watch for investors navigating today’s fast-changing macro environment.

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