The S&P 500 just logged its worst quarter since 2022, but is the sky really falling, or is this a prime buying opportunity? George Schultze, Founder and Managing Member at Schultze Asset Management unpacks the complex macroeconomic forces driving the latest market session. He shares his insights on the Federal Reserve's "worst-case scenario" of oil-driven stagflation and whether double-digit corporate earnings growth and a projected $700B in AI capital expenditures can keep the fundamentals intact.

Produced/Presented: Ryan Huang

Image: Gino Crescoli from Pixabay