Is the market a bubble driven by AI hype?

• Stephanie Roth, Chief Economist at Wolfe Research
• Michael Ball, Bloomberg News Macro Strategist 
• Cameron Dawson, Chief Investment Officer at NewEdge Wealth 
• Terry Haines, Founder at Pangaea Policy 
• Michael O’Rourke, Chief Market Strategist at JonesTrading 

Stephanie Roth, Chief Economist at Wolfe Research, and Michael Ball, Bloomberg News Macro Strategist, join for reaction to Wednesday’s US jobless claims data. Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares her year-ahead market outlook as 2025 draws to a close. Terry Haines, Founder at Pangaea Policy, discusses the Supreme Court’s ruling in favor of a $100,000 fee for H1B visa applicants. Michael O’Rourke, Chief Market Strategist at JonesTrading, shares why he believes the market is currently in bubble territory.

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