Goldilocks or Market Mirage? AI Fears, Rate Cuts & a $5,500 Gold Call | Matt Orton on The Money Path

Is the market sending the wrong signal? On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, to break down the biggest forces driving markets right now. Matt calls the macro backdrop “Goldilocks” — solid GDP growth, moderating inflation, accelerating CapEx — yet markets are churning sideways and volatility is rising. Why the disconnect? They dive into: • AI stock valuations and whether Big Tech deserves the pullback • CapEx acceleration and the industrials super-cycle • Whether the Fed will actually deliver three rate cuts • The 10-year Treasury near 4% and what it signals • Energy sector caution after a strong run • Why emerging markets are gaining structural strength • Matt’s bold $5,500 gold target • Why he sees no recession on the horizon If you're navigating volatility, questioning AI valuations, or positioning for 2026, this conversation delivers actionable strategy — not noise. Watch now to understand what’s driving the rotation — and where the real opportunities may lie. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath, #MarketStrategy, #AIInvesting, #FederalReserve, #InterestRates, #GoldInvesting, #EmergingMarkets, #StockMarket, #WealthManagement, #EconomicOutlook, #CapEx, #Industrials, #EnergyStocks

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