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. 📢 ⁠⁠⁠⁠Like⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠Comment⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠Subscribe⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢 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. Learn more about your ad choices. Visit megaphone.fm/adchoices