Send us Fan Mail

Markets delivered no shortage of headlines this week. In this episode of Paramount Perspectives, Codi Robirds and Scott Tremlett break down one of the most eventful stretches of the year, including the highly anticipated SpaceX IPO, developments surrounding a potential U.S.-Iran peace agreement, the latest inflation data, and what investors should expect from the Federal Reserve's upcoming meeting.

Scott explains why SpaceX's public debut could signal the beginning of a new era for mega-cap IPOs, how artificial intelligence is expanding market leadership beyond a handful of technology giants, and why broader participation across sectors may be a healthy sign for investors. The discussion also explores the economic implications of easing geopolitical tensions in the Middle East, the outlook for energy prices, and what recent inflation reports may mean for interest rates going forward.

Plus, the team shares the key economic data and market developments they'll be watching in the week ahead, including retail sales, housing data, and the Fed's latest policy signals.

Topics Covered:

• SpaceX's historic IPO and the future of public markets
• AI-driven market opportunities beyond the Magnificent Seven
• The potential economic impact of a U.S.-Iran peace agreement
• Inflation trends and Federal Reserve expectations
• What investors should watch in the week ahead

Send us Fan Mail

Send us Fan Mail

In this episode of Paramount Wealth Perspectives, Scott Tremlett and Codi Robirds break down the forces driving markets to record highs and the key events investors should be watching this week. Despite ongoing concerns around inflation, interest rates, and geopolitics, strong corporate earnings and accelerating AI-related investment continue to support the market.

Key topics covered:

• Why the S&P 500 and Nasdaq reached new record highs in May
• How strong earnings continue to outweigh market headlines
• The growing impact of artificial intelligence on the broader economy
• Why AI is becoming a global infrastructure story, not just a technology trend
• Nvidia's role in the next phase of AI adoption
• The importance of energy prices, inflation, and Federal Reserve policy
• What the upcoming jobs report could mean for markets
• Key earnings reports and economic data investors should monitor this week
• The biggest opportunities and risks heading into the second half of 2026

Scott also shares why he believes we're still in the early stages of a multi-year AI investment cycle and what that could mean for long-term investors.