Simon Hamilton, Portfolio Manager and Managing Director, discusses the current landscape including debt ceiling concerns, the intense bifurcation in the stock market and interest rates rising anew. He suggests the case for investor optimism is being buried in all the negativity and that better than expected earnings, healthy consumer balance sheets and still relatively tame credit spreads argue against a severe negative outcome. He also talks about AI with respect to MSFT and GOOGL and highlights MRK and CB as potential values.

The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond James and Associates, Inc., The Wise Investor Group, or their respective affiliates and employees. This podcast is for investor educational purposes only and is not intended to provide, and should not be relied on for, investment advice. The contents of this podcast do not purport to constitute a comprehensive summary of all information necessary to base an investment decision. Past performance is not a guarantee of future results. Securities mentioned in this podcast may not be suitable for all investors. Seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your individual situation. Discuss any tax or legal matters with the appropriate professional advisors. Raymond James and Associates, Inc., member New York Stock Exchange, SIPC.