Growth Leaders & Rate Cuts: Jed Ellerbroek’s Outlook on AI, Hyperscalers, and the Economy
TODAY on The Money Path, host Todd Schoenberger welcomes Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, for a deep dive into what’s driving markets now — and what could power the next leg higher.
What you’ll hear:
- Investment themes that matter: AI infrastructure, hyperscaler businesses, aerospace & defense, and alternative investment managers. Jed shares why he’s bullish on names like Amazon, Microsoft, Google, NVIDIA, Broadcom, plus software/data plays such as ServiceNow, Tyler Technologies, and Intuit.
- Fed rate cut expectations are high: Jed anticipates a 25 basis point cut today, with 2–3 more cuts through year-end. He discusses how much of that is priced in — and when the dot plot (and Powell’s messaging) might shift the narrative.
- AI remains the primary growth engine. Infrastructure platforms are leading, while software & device plays are still playing catch-up. Jed explains which segments may catch fire in 2026-27.
- Economy in contrast: tailwinds from recent tax bills and high spending at the top, but inflation, tariffs, and uneven consumer strength are creating a “two-speed” dynamic.
Recent context to keep in mind: inflation data reported this morning came in slightly under forecasts, adding fuel to Fed cut bets; Amazon’s latest guidance showed strong AI demand, and Broadcom announced expanded chip infrastructure initiatives to support hyperscaler growth.
👉 Tune in to this episode to understand where to position your portfolio in a world of rate cuts + AI. Also, subscribe to CrossCheck Media on YouTube so you don’t miss live expert market breakdowns like this.
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