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In this timely and insightful episode, Drew Benson interviews Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, to explore why he remains optimistic about the market’s trajectory despite rising geopolitical and economic uncertainties.
They dive into how the markets are reacting to the White House’s latest tariff and trade policy moves, and how those shifts are influencing investor sentiment. Matt also shares his take on the Federal Reserve’s current policy path, the impact of AI on the future of work, and what investors need to understand about the long-term mega trends reshaping the global economy—from digital infrastructure and demographics to energy transformation.
If you’re looking for a thoughtful, data-driven conversation on what’s driving markets now and what could define the next decade of investing, this episode is for you.
