Bridlewood Private Wealth

AI has driven a huge part of the market over the last 18 months, but the spending boom still has to prove itself. I sat down with Rob Sanchez, Product Specialist at Lord Abbett & Co., to talk about the AI buildout, the capex surge, dot-com comparisons, and why volatility could get sharper if expectations start to crack.

We discuss the recent rule changes made for SpaceX’s IPO and how that has caused its short term price movement.

Private equity and private credit have been sold as stable, non-correlated investments. But when assets rarely trade, pricing becomes opaque and liquidity can disappear quickly when investors want their money back. In this episode I break down why this $14T asset class may be the largest concern in financial markets today.

A clear look at the latest jobs data, inflation, interest rates, Iran, and oil—and what they could mean for investors and the broader economy. This episode breaks down the key forces shaping markets right now.