In this live discussion, Phil Palumbo breaks down the biggest forces driving markets right now, from geopolitical tensions and record-breaking rallies to a potential shift in Federal Reserve leadership that could trigger volatility.

While many believe the worst of geopolitical risk is behind us, a new question is emerging: what happens if a more disruptive Fed takes control?

In this conversation, we cover:

• Why markets are pushing to new highs despite global uncertainty
• The potential impact of a new Fed chair and why it matters
• Historical trends that suggest a possible 14–15% correction
• Why Microsoft and AI adoption (Copilot) remain key themes
• The overlooked opportunity in commercial real estate
• How e-commerce, housing affordability, and supply constraints are reshaping real estate demand

If you’re trying to understand where the market is headed next and what opportunities may be forming beneath the surface, this is a must-watch.

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