Katy Kaminsky, Chief Research Strategist at AlphaSimplex, shares insights on market trends as equities show mixed signals and the dollar strengthens, impacting rate-cut expectations. Ryan Majerus, former Assistant General Counsel at USTR, analyzes the Supreme Court's skepticism on presidential tariff powers and discusses the implications of potential tariff policy changes. Troy Gayeski, Chief Market Strategist at FutureStandard, examines the effects of unprecedented AI spending on market concentration and earnings, suggesting diversification strategies for investors.
