Episode Details

Wall Street is sitting near record territory, earnings are surging, and investors keep waiting for the pullback that refuses to arrive. But could the biggest threat to the next phase of the bull market come from AI regulation?

On this episode of The Money Path, host Todd M. Schoenberger sits down with Scott Ladner, Chief Investment Officer of Charlotte-based Horizon Investments, for a wide-ranging conversation about what investors may be getting wrong about today's market.

Ladner challenges the assumption that record highs automatically mean stocks are due for a correction, arguing that markets tend to trend rather than simply mean-revert. With corporate earnings showing extraordinary strength, he explains why fundamentals — not just speculation — continue to support equities.

The conversation then turns to one of the most provocative questions facing technology investors: Could artificial intelligence eventually be treated as a public good and regulated more like a utility? Ladner explains why such a regulatory framework could dramatically alter the economics and valuations of AI leaders, including companies such as OpenAI and Anthropic.

Todd and Scott also examine the disconnect between booming technology earnings and stock-price performance, elevated Treasury yields, America's growing debt burden and why Ladner currently favors stocks over bonds.

And where does he see opportunity beyond the mega-cap giants? Ladner points toward industrials, healthcare and cyclical stocks as areas investors shouldn't overlook.

There may also be a warning hiding beneath Wall Street's calm exterior: complacency. With volatility unusually subdued, Ladner explains why investors could be increasingly vulnerable to an unexpected shock — and why September may prove more challenging than August.

Record highs. Explosive earnings. AI regulation. Bond yields. Market complacency. This is the investor conversation heading into the next phase of 2026.

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