February 2026: The Market Recap — Flat, Flying, and Falling
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February 2026: The Market Recap — Flat, Flying, and Falling
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概要
February's markets told a story of contradictions. US stocks sat mostly flat while energy names surged 30%, Nvidia posted 73% year-over-year growth and still couldn't please the market, and software stocks got crushed on AI fears. Wheeler and Colin unpack why — and whether the selling is justified.
They also dig into Blue Owl and the private credit unraveling that Jamie Dimon warned about, the reality of AI's data ceiling and whether AGI is closer or further than we think, and close with a candid conversation about James Van Der Beek's passing — and the financial planning lessons it quietly raises about life insurance, estate planning, and what actually protects a family.
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Credits:
Created By: Wheeler Crowley and Colin Walker
Production, Editing and Post-Production: Tori Rothwell