Episode Details

📈 Is Wall Street becoming too dependent on AI stocks? And could inflation, Treasury yields, and Middle East tensions trigger the next major market shakeup?

On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Ross Mayfield, Investment Strategist at Louisville, Kentucky-based Baird, for a deep dive into the forces driving today’s market rally — from Nvidia and artificial intelligence to inflation risks, rising bond yields, and geopolitical uncertainty tied to Iran and energy markets.

Ross explains why investors may be underestimating the structural impact of AI infrastructure spending, including the massive electricity and energy buildout required to power the next generation of data centers. He also discusses why software, cybersecurity, industrials, and energy infrastructure could become some of the biggest long-term beneficiaries of the AI revolution.

💥 Key topics include: • Nvidia earnings & why the stock sold off despite record growth • Is Wall Street demanding “perfection” from AI companies? • Why narrow market leadership may not be a major warning sign • Treasury yields, inflation fears & Fed uncertainty • Iran tensions, oil prices & geopolitical market risks • Why the traditional 60/40 portfolio may no longer work • AI infrastructure buildout & the coming power demand explosion • Utilities, energy & electricity as the next AI investment wave • Labor market resilience vs. AI disruption fears • Small caps, international stocks & overlooked opportunities

⚡ Ross Mayfield also shares why initial unemployment claims remain one of the most important economic indicators he watches and explains why he remains cautiously optimistic about the second half of 2026 — especially if geopolitical tensions ease and markets can refocus on AI-driven growth and consumer resilience.

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