About this episode

The episode discusses the impact of AI profits on regional banks and reviews recent market trends and earnings.

Episode 510 00:00 Q4 Earnings & GDP 01:02 Silver down 30% from its recent high 02:12 2026 long term trends 02:52 Stocks starting out the year on a strong footing 04:41 Lam Research up over 150% past year 05:17 Ciena up 200% past year 05:27 Stupid ads on YouTube 07:25 SAAS software companies too beat up 07:50 Regional Banks are the early warning signal of the economy Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

People in this episode

Host: John Pugliano

Topics covered

• Q4 Earnings
• Regional Banks
• AI Profits
• Stock Market Trends
• Economic Indicators

Keywords

• 2026 Great Rotation
• AI Profits
• Regional Banks
• Stock Market
• Earnings Report

Mentioned in this episode

Organizations: Lam Research, Ciena, YouTube, SAAS, Investable Wealth

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