This week, Todd dives solo into one of the busiest stretches of the year in markets – breaking down what’s driving tech, policy, and investor sentiment right now.
From Trump’s high-stakes meeting with President Xi and the rare-earths trade to Nvidia’s explosive breakout and the deeper implications of Jensen Huang’s alignment with U.S. policy – Todd unpacks how AI, energy, and geopolitics are converging into a new market reality.
He also covers the Fed’s surprise tone shift, what recent earnings from Meta, Microsoft, and Amazon mean for investors, and how he’s positioning Inside Edge portfolios heading into the next rebalance.
Watch the full replay for a fast-moving, insight-packed look at the macro landscape – and why Todd still sees plenty of opportunity as we approach year-end.