PowerCast with Tyler Mathisen

Montclair Media LLC
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Powercast with Tyler Mathisen offers a fresh take on financial markets and managing wealth. We use artificial intelligence tools to make sense of the overwhelming flood of data produced by global markets to set the stage for insightful discussions about how both professional and retail investors can best manage their portfolios with the help of the latest technology. Each episode will explore how people and technology can collaborate on Wall Street, leading to better institutional investment outcomes and democratizing what we believe is the key to effective investing: great data insights.

  1. 26 Aug

    Is a U.S. Stock Market Crash Coming?

    After a summer break, PowerCast with Tyler Mathisen is back. We have insights from Christian McCormick, CFA, of Meketa Investment Group, Kevin Mahn of Hennion & Walsh, and Liam Boggan of Quantmatix Limited. Guests offer their thoughts on whether a crash is coming -- they all seem quite chill about it -- and offer some hot stock picks. They discuss a strong U.S. equity rally amid Middle East conflict and Strait of Hormuz uncertainty, rising gasoline and fertilizer costs, and nerves about fall volatility. They address reduced Fed forward guidance under Chair Kevin Warsh, shifting monetary-policy style, and the impact of higher long-term rates and yield-curve steepening on valuations. McCormick says investors are reducing public equities but reallocating more to private markets (infrastructure, private credit) rather than cash. Mahn argues earnings strength, AI infrastructure spending, and select valuations support markets; he highlights his “AIR 7” AI ecosystem basket (including Nvidia, Micron, Taiwan Semiconductor, Digital Realty, Vertiv, and American Electric Power). Boggan notes low VIX complacency, rotation toward value, and favors energy, materials, gold/miners, and selective semiconductors while cautioning on utilities, consumer discretionary, and real estate.   Thanks to our production team behind the scenes, Francy Egan and Victoria Smith, as well as Gil Edwards at Ignite Creator Studios.   (00:00) Welcome and Introductions (00:30) Summer Market Jitters (02:35) Cash and Private Shift (03:43) Hormuz Headlines Move Markets (05:55) Earnings Versus Valuations (09:07) Fed Warsh Era (12:02) AIR 7 AI Plays (14:38) Picks and Shovels Investing (16:48) Six Month Outlook Picks (20:42) New Guest Liam Baggen (21:28) VIX Complacency Rotation (26:33) Sector Calls and Stock Names (28:19) Wrap Up and Disclaimer   You Can Follow The Powercast on Socials Here:   Instagram https://www.instagram.com/powercastwithtyler   PowerCast X https://x.com/powercastwtyler   TikTok  https://www.tiktok.com/@powercastwithtyler

    Is a U.S. Stock Market Crash Coming?

  2. Season 2, Episode 4 Trailer

    Should You Ditch the Mag-7 for the AIR-7? PowerCast w Tyler Mathisen #ai #investing #stocks #money

    How should investors react to war, inflation, and plunging consumer confidence? Guests on PowerCast with Tyler Mathisen discuss whether it's time to ditch the so-called Magnificent-7 tech stocks in favor of the Artificial Intelligence Revolution-7, or AIR-7.

  3. 29 May

    Is the AIR-7 Better Than the Mag-7? PowerCast w Tyler Mathisen #ai #investing #stocks #markets

    Should you ditch the Magnificent-7 tech stocks for the Artificial Intelligence Revolution-7, or AIR-7? That’s the topic of the latest PowerCast with Tyler Mathisen, where Kevin Mahn of Hennion & Walsh explains his AIR-7 investment thesis. Liam Boggan of Quantmatix Limited also reviews AI stocks and suggests Microsoft could have 20% upside from current levels. Justin DeAngelis of Denham Capital Management and Rebekah Kebede join our roundtable discussion; also appearing Robert Zito and Alma Schneider, L.C.S.W. from Cento Amici and 1in6 Support; thanks to Gil Edwards, MBA of Ignites Creator Studio; and our montclair.media production team Francy Egan and Victoria Smith.

  4. 2 Apr ·  Bonus

    PowerCast: Investing in Gold in a Self-Directed IRA

    Brandon Thor, CEO of Thor Metals, chats with Bobbi Rebell on PowerCast with Tyler Mathisen about investing in gold via a Self-Directed IRA, gaining an edge with bullion, and the particulars of investing in precious metals. They also discuss how it all works in the real world and how Thor Metals approaches education, trust, and its guarantee to always buy back metals sold to its customers at no cost.

  5. 2 Apr

    Taylor Swift Says You Need to Calm Down! PowerCast w Tyler Mathisen

    Amid war, rising gas prices, and Cuba fears, the upcoming episode of PowerCast with Tyler Mathisen finds that the Wall Street consensus is, as Taylor Swift would say, you need to calm down! We chat with Liam Boggan of Quantmatix and Michael Koskuba, Managing Partner & Chief Investment Officer of Momentum Wealth Partners, about how investors should respond to the sudden bear market, and we interview Brandon Thor of Thor Metals to ask which investors might find refuge in gold.

  6. Season 2, Episode 3 Trailer

    Taylor Swift Says You Need to Calm Down! PowerCast w Tyler Mathisen

    Amid war, rising gas prices, and Cuba fears, the upcoming episode of PowerCast with Tyler Mathisen finds that the Wall Street consensus is, as Taylor Swift would say, you need to calm down! We chat with Liam Boggan of Quantmatix and Michael Koskuba, Managing Partner & Chief Investment Officer of Momentum Wealth Partners, about how investors should respond to the sudden bear market, and we interview Brandon Thor of Thor Metals to ask which investors might find refuge in gold.

  7. Season 2, Episode 2 Trailer

    What Should Investors Do, Given AI Capex Concerns?

    On the latest PowerCast with Tyler Mathisen, we discuss monetary policy, stock market sector rotation amid concerns about AI capex, and how Americans can address affordability challenges.

  8. 2 Apr

    PowerCast with Tyler Mathisen: What Should Investors Do, Given AI Capex Concerns?

    On the latest PowerCast with Tyler Mathisen, we discuss monetary policy, stock market sector rotation amid concerns about AI capex, and how Americans can address affordability challenges.

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About

Powercast with Tyler Mathisen offers a fresh take on financial markets and managing wealth. We use artificial intelligence tools to make sense of the overwhelming flood of data produced by global markets to set the stage for insightful discussions about how both professional and retail investors can best manage their portfolios with the help of the latest technology. Each episode will explore how people and technology can collaborate on Wall Street, leading to better institutional investment outcomes and democratizing what we believe is the key to effective investing: great data insights.

Information

  • Creator
    Montclair Media LLC
  • Years Active
    2025 - 2026
  • Episodes
    22
  • Rating
    Clean
  • Copyright
    © Montclair Media LLC
  • Show Website
    PowerCast with Tyler Mathisen