Jonathan Corpina, Senior Managing Partner at Meridian Equity Partners was our first guest of the week. His core message was the market is currently headline-driven rather than fundamentals-driven, and that’s creating confusing and choppy price action. He’s not bearish long-term, but flags several near-term risk factors piling up at once.

Nancy Tengler, CIO of Laffer Tengler Investments joined PreMarket Prep on Thursday, the morning after NVIDIA’s earnings report where she laid out a bullish, valuation-driven case for NVIDIA and Amazon. Nancy also gave her preferred “Picks and Shovels” trade ideas for the AI infrastructure & electrification space.

Also joining us on Thursday was Christian Fromhertz, CEO of The Tribeca Trade Group. Christian noted noted the healthcare ETF XLV is at all-time highs and the biotech ETF XBI is near multi-year highs — strong moves that he feels are getting little media attention compared to AI/software. He said he’s overweight both healthcare and biotech, more aggressively positioned there than elsewhere.

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