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Looking Beyond the AI Flywheel
Bloomberg TV Surveillance
July 21, 2026
Video
Quality & the Current Environment
June 18, 2026
Video
Broadening Earnings, AI Optimism, and Valuation Risk
CNBC Fast Money
June 9, 2026
Video
Earnings Growth, AI Discipline, and the Limits of Speculation
Bloomberg TV Surveillance
May 26, 2026
Video
KAR Spring 2026 Market Update Webinar
Spring 2026 Market Update Webcast
May 8, 2026
Video
Rotation, Speculation, and Where Fundamentals Reassert Control
Bloomberg TV The Close 
May 5, 2026
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