17. AI Arms Race, Oil Volatility, and the Fed’s Next Move скачать в хорошем качестве

17. AI Arms Race, Oil Volatility, and the Fed’s Next Move

In this episode of Positively Sloped, guest co-host and portfolio manager Neil Peplinski joins the studio to break down the high-stakes intersection of geopolitics and finance. We dive deep into the Iran conflict's impact on oil prices and whether the recent S&P 500 rally is a fundamental shift or just a headline recovery. Explore the "AI Arms Race" as we analyze the staggering valuations of OpenAI and Anthropic, and compare today’s tech hype to the .com bubble. We also tackle the Federal Reserve’s dual mandate, looking at how recent job losses and persistent inflation put Jerome Powell between a rock and a hard place heading into his final meetings. Finally, we wrap up with March Madness picks and our "Fades or Trades" for the Detroit Tigers and the March jobs report. © 2026 Kingsview Wealth Management Important Disclosures: Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable. Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, Dell, and Palintir, and did not hold positions in Raytheon or Hewlett Packard.