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In this week's episode of Paramount Perspectives, Codi Robirds and Scott Tremlett break down the biggest developments shaping markets and investor sentiment. They discuss the evolving situation in Iran and why markets have responded positively despite ongoing uncertainty, along with the Federal Reserve's first major policy signals under Chairman Kevin Warsh and what a potentially more hawkish Fed could mean for investors.

The conversation also explores key economic reports to watch this week, including PCE inflation, GDP revisions, consumer spending data, and Micron's earnings report as a gauge of the ongoing AI infrastructure investment cycle. Scott shares where he continues to see opportunity despite markets trading near all-time highs, including quality businesses, AI-driven capital spending, infrastructure investments, private credit, and selective international exposure.

The episode concludes with a practical discussion on real estate investing, affordability challenges, rental market dynamics, and how investors should think differently about owning a home versus investing in real estate.

Topics Covered:

• Market reaction to developments in Iran
• The Federal Reserve under Chairman Kevin Warsh
• PCE inflation and key economic data to watch
• The AI infrastructure investment boom
• Opportunities in technology, industrials, and infrastructure
• Private credit and income-focused strategies
• SpaceX and innovation-driven investing
• Real estate investing versus homeownership
• Why diversification remains critical in today's market

Securities and advisory services offered through duly registered financial professionals. This podcast is for informational purposes only and should not be considered investment advice.