Steve A. Lawrence on AI, Bitcoin Volatility, Oil, and Geopolitics into 2026 | Market Insights скачать в хорошем качестве

Steve A. Lawrence on AI, Bitcoin Volatility, Oil, and Geopolitics into 2026 | Market Insights

On Friday, December 12, 2025, Steve A. Lawrence, Chief Investment Officer at Balfour Capital Group, joined Victor Rodríguez from the New York Stock Exchange to discuss market volatility and investment opportunities heading into 2026. Steve rejected the idea of an AI market bust, highlighting recent pullbacks in leading technology stocks as buying opportunities amid continued AI-driven capital expansion. He shared his outlook on Bitcoin, noting that a retracement toward the $70,000–$75,000 range would represent a healthy correction within a long-term bull market. The discussion also covered rising demand for silver driven by data centers, ongoing inflation pressures in oil due to refining constraints, and the potential for defense stocks to benefit from heightened geopolitical tensions, reinforcing the need for disciplined diversification in a volatile market environment.