Episode Details

⚡ Is Wall Street underestimating the risks coming from inflation, oil prices, and rising Treasury yields — or is the AI-driven market rally still in its early innings?

On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Scott Ladner, Chief Investment Officer at Horizon Investments, for a timely deep dive into the forces driving markets higher despite mounting macro uncertainty.

📈 Scott explains why artificial intelligence continues to dominate investor attention, how AI is reshaping infrastructure, M&A activity, utilities, and productivity growth, and why the “second-order effects” of the AI boom may become even bigger than the initial tech rally itself.

💥 Key topics include: • Why the S&P 500 and Nasdaq keep climbing despite elevated Treasury yields • AI’s impact on earnings growth, productivity & market leadership • Nvidia, infrastructure spending & the next phase of the AI trade • NextEra, Dominion & the surge in AI-related acquisitions • Why utilities, mining & construction could become major AI winners • Inflation fears, oil price volatility & geopolitical tensions • How Middle East conflict could impact markets and Fed expectations • Why Scott believes inflation remains the key indicator to watch • Housing market weakness & hidden labor market risks • Portfolio construction strategies during a higher-for-longer rate environment • Why Scott is cautious on oil stocks despite geopolitical uncertainty • China, Taiwan risks & the potential impact on AI-driven equities • Why holding too much cash could become a mistake in this market

🎯 Scott Ladner also compares AI’s long-term impact to the introduction of electricity, explaining why investors who focus only on semiconductors may be missing the broader infrastructure opportunity developing underneath the AI revolution.

If you follow AI stocks, inflation, Treasury yields, Nvidia, utilities, infrastructure investing, energy markets, Federal Reserve policy, or macro investing trends — this is a must-watch conversation.

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