Troy Gayeski
Chief Market Strategist at Future Standard, providing market analysis and investment views — here offering his 'single best idea' on market dynamics and AI-related positioning.
Best podcasts with Troy Gayeski
Ranked by the Snipd community
Nov 7, 2025 • 5min
Single Best Idea with Tom Keene: Troy Gayeski
Troy Gayeski, Chief Market Strategist at Future Standard, shares his insights on market dynamics and AI-related investments. He discusses the tension between hefty AI spending, which benefits companies like NVIDIA, and the sustainability of future cash flows. Gayeski forecasts a near-term market consolidation, expecting fundamentals to regain importance after recent earnings reports. He also adds a personal touch by recounting his struggles with thermodynamics during his early days at MIT, making for an engaging and informative conversation.
Nov 7, 2025 • 30min
Stocks Fall as Burst of Dip-Buying Fades
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.
