Andrew Tang, CEO of Turner Financial Group and regular guest, Michelle Connell, Chief Investment Officer and CFA at Portia Capital Management, break down the latest inflation data, why prices still feel sticky for households, and why higher rates may not solve a supply-driven problem. Chapters/Topics 01:24 - Why food, fuel, and trucking costs still hit consumers hard 04:13 - Why hotter CPI and geopolitical shocks reignited inflation fears 06:02 - China and India's role in decades of disinflation 07:05 - Technology, productivity, and the case for future abundance 08:22 - Why rate hikes may not work on supply-side inflation 10:26 - Weak payrolls and the case for a possible Fed pause 13:25 - Tesla's Roaster reveal and the three model variants 17:07 - The rocket model and why it is a halo product 18:43 - Practical use cases for exotic vehicles and ultra luxury demand 20:05 - Inflation, AI bubble fears, and tech stock selling pressure 23:42 - Slower AI growth still counts as growth, but markets may not like it 24:22 - Why inflows are going into leveraged tech ETFs 25:43 - Leveraged ETFs versus traditional margin borrowing 27:08 - How investors can use leverage more efficiently without margin 28:00 - Closing thoughts on semis, market bottoms, and next week Disclosures The material contained herein is intended as a general market commentary, solely for informational purposes and is not intended to make an offer or solicitation for the sale or purchase of any securities. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. This information is not intended as a specific offer of investment services by Turner Financial Group, Inc. Turner Financial Group, Inc., and its affiliates do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. All statements made herein are strictly beliefs and points of view held by Andrew Tang and the source of references. Certain of the statements contained herein may be statements of future expectations and other forward-looking statements that are based on Andrew’s current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. There can be no assurance that any investment will achieve its investment objective. Although Andrew has taken reasonable care to ensure that the information contained herein is accurate, no representation or warranty (including liability towards third parties), expressed or implied, is made by Andrew as to its accuracy, reliability or completeness. References herein to third parties do not indicate an endorsement of or by or affiliation with Andrew Tang. Nothing contained herein constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Past performance is not a guarantee of future results. Investing involves risk and possible loss of principal capital. You should consult a professional advisor before making any investment decisions. Turner Financial Group, Inc. is an Investment Adviser registered with the United States Securities and Exchange Commission however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Additional information about Turner Financial Group, Inc. is also available at www.adviserinfo.sec.gov. Advisory services are only offered to clients or prospective clients where Turner Financial Group, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Turner Financial Group, Inc. unless a client service agreement is in place
