Are Earnings Expectations Realistic?

Thomas Martin joined Marley Kayden on Schwab Network’s “Trading 360” segment to discuss factors driving both market volatility and investor confidence. Martin highlighted that while AI continues to drive market momentum, with the rest of the economy remaining moderate, he sees an economic underpinning supporting continued optimism and solid earnings outlook.

Bessent Floats Longer-Term China Truce, Trump - Albanese Meeting Preview

Keith Buchanan joined Doug Krizner on Bloomberg’s “Daybreak Asia” podcast to discuss some of the key dynamics shaping today’s market. Buchanan unpacked record activity in precious metals, bifurcated consumer spending, debate over bubble risk in AI enthusiasm, and the long-term effects of the government shutdown.

We’re Not in an AI Bubble:

Thomas Martin joined Caroline Hyde on Bloomberg TV’s “Bloomberg Technology” program to discuss whether investor enthusiasm around AI has reached "bubble territory." Martin noted that while skepticism is understandable, he believes AI confidence remains warranted given the scale of infrastructure demand, depth of corporate investment, and the technology’s transformational potential.

Earnings Next Week ‘Make or Break’ for Markets

Keith Buchanan appeared on Schwab Network to discuss why he believes this week is a “make or break week” for markets, as earnings season begins to deliver key insights. Meanwhile, Buchanan notes that markets are showing skepticism as equities and gold are rising. 

View the market run with bit of nuance, skepticism

Keith Buchanan spoke with Josh Lipton on Yahoo! Finance to break down this week’s market rallies. Buchanan noted that while investors remain optimistic about a high-earnings market driven by AI and mega-cap tech, diversification is an important focus. He pointed to gold at record highs, signaling a demand for safety, as well as softening employment and consumer spending, as reasons to approach with some skepticism.

Markets are stretched between risk and optimism at the same time

Keith Buchanan spoke with Frank Holland on CNBC’s “Worldwide Exchange,” to discuss how the market is, “telling two totally different narratives of risk and optimism simultaneously.” Buchanan commented that, with both equities and gold hitting new highs, and increasingly narrow market leadership, valuations may be stretched.

Thursday’s CPI data key to keeping rate cut hopes alive

Keith Buchanan recently joined Reuters TV to zoom in on the Consumer Price Index (CPI) report, the last piece of key U.S. inflation data the Fed will have before their next meeting and that will help determine their next rate cut decision.

Market Navigator: Post-Fed decision playbook

Keith Buchanan recently joined hosts Dominic Chu and Brian Sullivan on CNBC TV’s “Market Navigator” segment to discuss how big bank stocks are being overlooked and might stand to benefit from a possible Fed rate cut.

The Case For A Rosy Outlook for 2026

Author: Thomas Martin
Featured in WealthManagement.com 2025 Midyear Outlook

Forget about what happens between now and year-end 2025. By then the market will be discounting what it thinks the outlook will be for year-end 2026. There will always be uncertainty, but a number of things we are very uncertain about today we expect will have better clarity by then.

Tesla's robotaxi business could be 'vaporware'

Thomas Martin recently joined a panel on Yahoo Finance’s Opening Bid, with Executive Editor Brian Sozzi and Senior Reporter Brooke DiPalma to talk on the program's “Stock of the Day,” Tesla, and do a deeper dive on Tesla’s robotaxi expansion and what they think it means for the future of the firm and stock.

Inflation and employment still in acceptable ranges

Thomas Martin recently appeared on BNN Bloomberg. Speaking with Anchor Merella Fernandez, he discussed the outlook on markets amid tariffs and trade wars, how inflation and employment appear to still be in acceptable ranges, and where they think the rate cuts will go.  

Rally has to broaden in order to keep rising

Keith Buchanan recently appeared on CNBC. Speaking with Dom Chu, Buchanan shared thoughts on why he believes that the equity market rally needs to broaden out in order for it to continue. He also added thoughts on why the 10-year yield environment and risks to margin expansion could also potentially slow market momentum.

Netflix has strong earnings growth, underlying fundamentals

Thomas Martin appeared on CNBC on July 10th. Speaking with Kelly Evans, Martin shared his thoughts on why Netflix is one of the leaders in the AI race and continues to have strong earnings growth and strong fundamentals. He further opined on Netflix's continued push to introduce new products and gain market share.

Keith Buchanan joined Bloomberg Radio's "Daybreak Asia" program on July 10th. Speaking with Doug Krizner, Buchanan spoke about how tariffs are impacting market psychology. Speaking ahead of Q2 earnings season, he discussed how the tariff story is still developing as corporations have looked to make adjustments while balancing inventory and pricing levels that consumers can handle.

July 10, 2025

Thomas Martin appeared on CNBC on May 27th. Speaking with Dom Chu and Brian Sullivan, he discussed why Vertiv and Applovin are his top two tech picks. He cited Vertiv for its competitive advantages in its structure and how it works with other data center infrastructure providers. He likes Applovin due to its market leadership in mobile advertising and gaming.

May 27, 2025

Thomas Martin was quoted in Bloomberg News on May 14th. In the story, about JPMorgan and Citi seeing this year's laggards turning into winners, he said that we're not out of the woods in regard to markets and tariffs, so he wouldn't recommend adding exposure to small caps or riskier areas of the market.

May 14, 2025

Keith Buchanan was quoted in the Washington Post on May 12th. Buchanan stated that despite the delay in China tariffs, the tariff issue hasn't been resolved and Monday's large move higher was a "relief rally, the likes of which we’ve seen in the past."

May 12, 2025

Keith Buchanan appeared on BNNBloomberg on May 9th. Buchanan talked portfolio strategy, market expectations and the latest at that point around a China deal heading into last weekend. On broader markets, Buchanan said that he believes the markets are trading at an expensive 20 times earnings.

May 9, 2025

Keith Buchanan was quoted by CNBC.com following a call with Lisa Kailai Han on April 22nd. Reacting to news that Treasury Secretary Scott Bessent said the U.S. and China had a great chance for a deal, he said: “That’s what the market has been begging for — even just a hint of cooling down in the back and forth between the U.S. and China when it comes to trade." Buchanan added: "The market is relieved, of course — the worst talk is hopefully behind us — but we’re still not at the end game.”

April 23, 2025

Thomas Martin appeared on BNN/Bloomberg on April 25th. Martin said earnings season has been mixed as talk about how companies will manage tariffs has come to the forefront. Martin noted that on the consumer side, many companies that source from overseas are scrambling to figure out what they will do. He added that other companies are talking about how they will change how they do business without incurring any major expenses, which is a positive.

April 25, 2025

Thomas Martin appeared on CNBC's "Worldwide Exchange" with Frank Holland. Martin stated that the elevated inflation reading paired with tariff concerns is making it harder to invest in the current market environment.

March 31, 2025

Keith Buchanan appeared on Schwab Network to discuss various markets themes. Here, he discusses how the 10-year yield is showing signs of finding a path higher. Other topics covered included the upcoming March Unemployment report, the Q1 GDP report and a preview of the latest Personal Consuption Expenditure (PCE) indicator.

March 27, 2025

Thomas Martin appeared on the "Buy Sell Hold" show on March 10th with hosts Todd Schoenberger and Tobin Smith. Topics discussed included recession worries, portfolio allocation, bond exposure, allocating cash, investing in gold and more. You can watch the full interview here:

March 17, 2025

Keith Buchanan appeared on BNNBloomberg to discuss how market volatility has taken hold and how recession chatter has increased. 

March 7, 2025

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Exchange Interview / 2024

January 8, 2024

Thomas Martin, Senior Vice President at Globalt Investments, discusses his outlook and investment strategies for US Markets. He speaks with Haidi Stroud-Watts on "Daybreak Australia". (Source: Bloomberg)