Market at Record Highs: Growth vs. Value, AI Bets, and Rate Cut Risks — Barbara Doran Speaks
Join Todd Schoenberger and Tobin Smith on Buy Hold Sell with special guest Barbara Doran, CEO of BD8 Capital Partners, as they unravel the biggest questions facing markets today:
- The Fed meeting looms: expect a 25 basis points cut, but everything hinges on Chair Powell’s post-meeting tone and upcoming economic data. (The Conference Board anticipates this cut and more through end-2025, modeling a neutral rate near 3% by early 2026.)
- AI infrastructure continues to dominate. Oracle just reported a 359% jump in its remaining performance obligations, boosting confidence in its cloud infrastructure business.
- Gold is roaring back. Deutsche Bank recently raised its 2026 gold forecast to $4,000/oz amid strong central bank demand and potential U.S. dollar weakness.
Barbara will also share her insights on how growth vs. value strategies are faring in this environment, which sectors might lead in the months ahead (think AI, fintech, healthcare, stablecoins), and what she’s trimming vs. doubling down on.
If you’re trying to navigate rate cuts, inflation risks, or just want to understand where real opportunity lies in high multiples and AI mania — this episode is for you.
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📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.
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