About this episode

The episode discusses the implications of a U.S.-Israel military operation in Iran, the state of AI investments, and the potential for a small-cap market rotation.

The March 2026 Marks on the Markets episode arrives at a defining moment: a major U.S.-Israel military operation in Iran, a cracking AI investment thesis, and a small-cap rotation that may finally be underway. Richard Cunningham brings together John Coleman, Matt Monson of Sovereign's Capital, and Brian McClard of Blue Trust for an unfiltered look at what faith-driven investors need to know right now.

People in this episode

Host: John Coleman

Guests: Matt Monson, Brian McClard

Topics covered

• U.S.-Israel military operation
• AI investment
• small-cap rotation
• faith-driven investing
• market analysis

Keywords

• Iran
• AI investment
• small-cap rotation
• faith-driven investing
• market environment

Mentioned in this episode

Organizations: Sovereign's Capital, Blue Trust

Places: Iran

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