From Momentum to Margin: Where Smart Money Is Moving Now - 1/26/26
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From Momentum to Margin: Where Smart Money Is Moving Now - 1/26/26
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In this episode of Paramount Wealth Perspectives, host Chris Coyle is joined by Scott Tremlett, Chief Investment Officer at Paramount Associates Wealth Management, for a timely discussion on the market’s recent pullback and what’s driving investor sentiment. From rate-sensitive sectors faltering to real assets holding strong, we explore why the market is rewarding quality, pricing power, and tangible cash flows over speculation.
We dig into second-quarter earnings season—highlighting strong beats, weaker surprises, and a market no longer willing to reward “good enough.” Plus, we break down macro headwinds including Fed tone, inflation stickiness, and the risk of overconcentration in mega-cap names.
If you're wondering how to position your portfolio amid elevated valuations, shifting sector leadership, and global opportunities, this conversation is packed with insights to help you stay invested, diversified, and disciplined.