Lame Duck Market? Aquiles Larrea on Fed Cuts, Inflation Risks & 2026 Tech Themes

In this post-live episode of The Money Path, host ⁠Todd M. Schoenberger⁠ sits down with ⁠Aquiles Larrea⁠ for a wide-ranging market conversation—from today’s “lame duck” feel in equities to what could drive the next major move. Aquiles explains why investors may be overconfident in some areas while remaining overly skeptical in others, and why a recent pullback looks more like a normal (and slightly delayed) correction than a true breakdown. They dig into the key macro catalysts ahead, including the upcoming Fed meeting, the impact of weakening private-sector employment signals, and how inflation and tariffs could pressure consumer affordability and housing costs. Aquiles also lays out investment themes he’s watching into 2026, including AI, quantum computing, nuclear energy, infrastructure, and aerospace/defense—plus how competition in chips could shape the next cycle for big tech. 🎥 The Money Path — Where smart money finds its way forward. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.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 episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath, #ToddMSchoenberger, #AquilesLarrea, #LarreaWealthManagement, #StockMarket, #MarketOutlook, #FederalReserve, #RateCuts, #Inflation, #JobsReport, #ADP, #Tariffs, #HousingMarket, #TechnologyStocks, #AI, #QuantumComputing, #NuclearEnergy, #Semiconductors, #NVDA, #MSFT, #GOOGL, #Infrastructure, #Aerospace, #Defense, #Investing, #WealthManagement, #BTT, #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices