Key Advisors Wealth Management

10/29/2026

Where is the smart money in tech going over the next 12 months?

On the newest episode of The Common Sense Bull, Eddie sits down with Felix Wang of Hedgeye to talk through the tech landscape and where the areas of opportunity are. It’s not all bullish, either. They also cover the concerns in the credit markets and what those could mean for the tech trade going into 2027.

10/28/2026

24 hours away.

Is the tech market brewing a credit problem for 2027? On tomorrow’s episode of The Common Sense Bull, Felix Wang of Hedgeye breaks down:

- Who’s going to fund the next wave of AI spending
- What rising yields in the secondary debt markets could be signaling
- Why Marvell and SiTime are among the names he likes

Drops 10/29 at 7 AM ET. Subscribe on YouTube so you don’t miss it:

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10/17/2026

Core inflation is coming down, but the pressure on family budgets remains.

Danielle DiMartino Booth called the September rate hike a policy error. She explains her reasoning: a labor market that isn’t where it needs to be, a philosophical difference with Chair Warsh on wages, and American families who are still struggling with the cost of essentials.

10/16/2026

Does a record-high stock market tell the whole story?

Danielle DiMartino Booth says credit risks are building and American consumers are stretched. She explains what she thinks auto and credit card delinquencies at Great Recession highs, even before a major rise in job losses, say about the consumer.

Does that match what you’re seeing in the economy?

Watch the full conversation with Eddie in Episode 10 of The Common Sense Bull on our YouTube channel. Link in the comments below.

10/15/2026

Did the Fed make a policy mistake with its September rate hike?

Eddie is joined by Danielle DiMartino Booth, CEO & Chief Strategist of QI Research, who spent nine years at the Federal Reserve Bank of Dallas. Together, they unpack one of the biggest macro questions in markets right now and talk through how investors might think about positioning, with technology spending priced for perfection heading into next year.

10/14/2026

Tomorrow on The Common Sense Bull: Eddie sits down with Danielle DiMartino Booth to discuss the Fed’s next move, rising bond yields and the pressures facing consumers.

Get her perspective on what’s happening beneath the market’s surface in Episode 10, dropping tomorrow at 7 AM ET on Key Advisors’ YouTube channel.

Watch here: https://www.youtube.com/playlist?list=PLM6RGddxKPFSmji-zTqF1cxIC29Cgz22p

10/03/2026

Eddie and the team won't buy into weakness just for the sake of staying diversified.

Eddie explains why the team is focused on the areas of the market showing strength, particularly semiconductors, and why strong fundamentals combined with technical confirmation give them conviction in a name.

10/02/2026

Eddie and the team are making some big changes to how they're positioning portfolios.

In Eddie's view, the biggest risk to the market right now is yields continuing to rise at the speed they have. At the same time, he believes certain areas of tech are starting to show signs of bottoming and could lead the market into year-end.

10/01/2026

Wall Street is now focused on 5% yields and a hawkish Fed. For Eddie and the team, neither came as a surprise.

In the newest episode of The Common Sense Bull, Eddie explains where the team is heading next: rotating out of the defensive positions put in place in May and June and back into tech for the fourth quarter.

09/19/2026

More than $3 trillion of debt in one segment of the economy.

Gary Kaltbaum explains why the debt building around AI worries him, and why the parallels to 1999–2000 are worth paying attention to. His read is that Wall Street is being remarkably nonchalant about a number that size.