Fed Hikes, AI Booms: Barbara Doran’s Q4 Investment Playbook

The Federal Reserve has raised rates, inflation remains stubborn, oil is volatile and questions about the massive AI investment boom are getting louder. So where does that leave investors heading into the final quarter of 2026? On this episode of ⁠The Money Path⁠, host ⁠Todd M. Schoenberger⁠ sits down with ⁠Barbara Doran⁠, CEO and CIO of ⁠BD8 Capital Partners⁠, to break down the changing investment landscape. Doran explains why she believes another Fed rate hike could arrive before year-end, while arguing that strong employment, consumer spending and wealth creation continue to make a U.S. recession appear distant. She also discusses why earnings could become the critical driver for stocks in Q4 as market valuations have come down. The conversation turns to one of Wall Street's biggest debates: Is the AI spending boom sustainable? Doran says demand remains real, hyperscalers are still planning enormous capital expenditures, and supply constraints across memory and other critical components could persist for years. Todd and Barbara also examine $100+ oil and energy stocks, why she views much of the sector as a cyclical trade, and where she sees opportunities beyond technology—including healthcare, consumer discretionary and financials. Higher rates. AI billions. Oil volatility. Strong earnings. The Q4 investment playbook is changing. 🔗 Website: ⁠https://biztalktodaytv.com⁠  📧 Contact on Email: ⁠[email protected]⁠  📲 Download the Biz Talk Today TV app on Apple & Android devices.  📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only.  Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results.  Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction.  #TheMoneyPath #BarbaraDoran #ToddSchoenberger #BD8CapitalPartners #BizTalkTodayTV #WallStreet #StockMarket #Investing #FederalReserve #InterestRates #FedRateHike #Inflation #ArtificialIntelligence #AIStocks #AITrade #TechStocks #Earnings #Q4Outlook #MarketOutlook #OilPrices #EnergyStocks #HealthcareStocks #FinancialStocks #ConsumerStocks #Economy #PortfolioStrategy #CapitalMarkets Learn more about your ad choices. Visit megaphone.fm/adchoices