5.11.26

5.11.26

May 11, 2026 · 9 min · Season 1 · Episode 6

About this episode

This episode discusses the changing dynamics of market leadership, the impact of AI on investment strategies, and insights from a family bike ride related to investing through uncertainty.

Markets are hitting record highs, but underneath the surface, the story is starting to change. In this episode of The Week Ahead, we break down why market leadership is broadening beyond Big Tech, how AI is separating operators from pretenders, and why the latest jobs report may not be as strong as the headlines suggest. Plus, a Mother’s Day bike ride with my family offers a surprisingly important reminder about investing through interruptions, volatility, and uncertainty. Hobart Wealt...

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