Jim Murchie, co-founder and portfolio manager at Energy Income Partners, returns to the podcast to discuss whether the nation's power grid can keep pace with surging demand from AI data centers. Jim breaks down why he expects the "bring your own power" trend to continue, and why he thinks the AI buildout will ultimately leave the grid more robust over the long term. He also covers how this infrastructure buildout is being financed, and unpacks the often misunderstood relationship between interest rates utility stocks.

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When Dave McGarel joined the podcast at the start of 2026, he compared high market valuations to a climber that had ascended into Mount Everest’s “death zone” — thin air, high risk, no room for error. As earnings multiples have declined from those levels, Dave returns to discuss whether the market is on safer ground as valuations have come down. He shares his outlook on equities heading into Q4, what higher interest rates mean for portfolio positioning, and his take on the ongoing data center and AI infrastructure buildout.

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With midterm elections weeks away, First Trust Deputy Chief Economist Bob Stein joins the podcast for his final pre-election check-in. Bob breaks down how rising populist rhetoric could reshape the midterm outcome, and what that means for markets, fiscal policy, and investors. Bob also tackles two related topics on every investor’s radar: the political battle over the AI/data center buildout, and the long-term solvency of Social Security. Whatever the outcome in November, Bob outlines what investors should be watching heading into 2027.

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