Daftar Isi
1. Evans: The rally around AI and mega-cap tech is here to stay
Lizzie
2. Evans: The market can continue to perform well in the face of higher rates
Lizzie
3. Bank of America CEO on the consumer: Starting to see more convergence in spending patterns
Bank of America CEO
4. 🇺🇸 CNBC - Power Lunch US New Look Open (2025/12/15)
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5. Nvidia in $500bn Wall Street AI build-out deal
Nvidia makes a massive financing push, teaming up with top Wall Street bosses who pledge more than half a trillion dollars in ...
6. Strategies for Starting a Business - Brian Evans
Aired 4-2-2018.
7. Expect a short-term pullback after S&P 500's strong quarter: Evans May Wealth managing partner
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8. How Nvidia's $500B financing deal will entrench its AI dominance
Nvidia has partnered with six of the world's largest asset managers to source more than $500 billion in third-party financing for AI ...
9. Workers are losing to inflation, says Wharton's Jeremy Siegel
Jeremy Siegel, professor emeritus of finance at University of Pennsylvania's Wharton School of Business and WisdomTree chief ...
10. RBC’s Helima Croft: Ongoing attacks on Russian refineries are going to cause deeper problems
Helima Croft, RBC Capital Markets, global head of commodity strategy, joins 'Power Lunch' to discuss the fate of a Strait of ...
11. Booz Allen CEO on cyber risks and the AI arms race
Morgan Brennan speaks exclusively with Booz Allen CEO Horacio Rozanski about identifying and containing growing cyber risks, ...
12. Market strategist explains the impact of stock buybacks right now
CNBC's
13. Intelligent Alpha's Doug Clinton on what led to decision to sell Alphabet
Doug Clinton, Intelligent Alpha founder and CEO, joins 'Closing Bell' to talk his outlook in Big Tech and what prompted his ...
14. Evans: Sentiment is terrible, but patience is key
Elizabeth
15. The Great Yen Intervention is a Problem for the Whole World & your Portfolio needs to Understand Why
On Substack? Visit - research.santiagocapital.com Shop Individual Macro Research Reports ...
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Last Updated: August 11, 2026
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