About this episode

Bob Sellers discusses economic trends and AI spending with Michael Passante.

Bob Sellers hosts this week’s 2 Question Tuesday, asking Michael Passante of Focused Wealth Management about cooler June CPI (3.5% headline, 2.6% core) and the odds of a more dovish Fed, Big Tech’s AI spending boom and whether it’s more real than the dot-com era, and the case for dropping mandatory quarterly earnings reports to curb short-termism. Submit your questions to question@2questiontuesday.com As always, if you have any questions at any time, please feel free to call your adviser dire...

More episodes of 2 Question Tuesday Presented by Focused Wealth Management

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• 6/23/3036 - Is today’s AI-driven market showing signs of irrational exuberance? How should investors manage portfolios while inflation remains a concern? · June 23, 2026 · 18 min
• 6/16/2026 - Do you think SpaceX shares will crash after the insiders cash out? Why are investors pulling back from technology and AI stocks? · June 16, 2026 · 10 min
• 6/9/2026 - After the strong jobs report, do you think we’ll get a rate hike? Should we expect the private credit situation to get worse? · June 9, 2026 · 10 min

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