AI spending as the biggest S&P risk

• Michael Purves, CEO at Tallbacken Capital Advisors 
• Michael Reid, Senior US Economist at RBC 
• George Pollack, Senior US Policy Analyst at Signum Global 
• Barbara Doran, CEO & CIO at BD8 Capital 

Michael Purves, CEO at Tallbacken Capital Advisors, discusses the risks of AI capex spending not paying off. Michael Reid, Senior US Economist at RBC, looks at the state of the American economy heading into 2026. George Pollack, Senior US Policy Analyst at Signum Global, weighs in on the expiration of Covid-era healthcare subsidies. Barbara Doran, CEO & CIO at BD8 Capital, gives her market outlook for the year ahead.

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