Stocks tumbled sharply on Thursday, with all major U.S. indices logging their worst session since early October as renewed worries over interest rates and lofty tech valuations wiped out recent gains. George Schultze, Founder and Managing Member at Schultze Asset Management, breaks down the turn in market mood. We explore why economic growth remains resilient but is beginning to moderate, how inflation’s mixed signals are guiding expectations for another Fed rate cut in December, and what recent cracks in the credit markets signal for 2026. He also shares where he sees opportunity amid the volatility and explains how shifts in AI, electrification and the energy transition are reshaping long-term investment strategies.

Stocks tumbled sharply on Thursday, with all major U.S. indices logging their worst session since early October as renewed worries over interest rates and lofty tech valuations wiped out recent gains. George Schultze, Founder and Managing Member at Schultze Asset Management, breaks down the turn in market mood. We explore why economic growth remains resilient but is beginning to moderate, how inflation&rsquo;s mixed signals are guiding expectations for another Fed rate cut in December, and what recent cracks in the credit markets signal for 2026. He also shares where he sees opportunity amid the volatility and explains how shifts in AI, electrification and the energy transition are reshaping long-term investment strategies.

Enjoy this breakfast show: as you sip on your morning coffee, let notable markets and finance experts help you make sense of the latest movers on Wall Street.

As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

US Markets Wrap

As you sip on your morning coffee, MONEY FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

As you sip on your morning coffee, MONEY FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.

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