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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.

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Markets delivered no shortage of headlines this week. In this episode of Paramount Perspectives, Codi Robirds and Scott Tremlett break down one of the most eventful stretches of the year, including the highly anticipated SpaceX IPO, developments surrounding a potential U.S.-Iran peace agreement, the latest inflation data, and what investors should expect from the Federal Reserve's upcoming meeting.

Scott explains why SpaceX's public debut could signal the beginning of a new era for mega-cap IPOs, how artificial intelligence is expanding market leadership beyond a handful of technology giants, and why broader participation across sectors may be a healthy sign for investors. The discussion also explores the economic implications of easing geopolitical tensions in the Middle East, the outlook for energy prices, and what recent inflation reports may mean for interest rates going forward.

Plus, the team shares the key economic data and market developments they'll be watching in the week ahead, including retail sales, housing data, and the Fed's latest policy signals.

Topics Covered:

• SpaceX's historic IPO and the future of public markets
• AI-driven market opportunities beyond the Magnificent Seven
• The potential economic impact of a U.S.-Iran peace agreement
• Inflation trends and Federal Reserve expectations
• What investors should watch in the week ahead

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In this episode of Paramount Wealth Perspectives, Scott Tremlett and Codi Robirds break down the forces driving markets to record highs and the key events investors should be watching this week. Despite ongoing concerns around inflation, interest rates, and geopolitics, strong corporate earnings and accelerating AI-related investment continue to support the market.

Key topics covered:

• Why the S&P 500 and Nasdaq reached new record highs in May
• How strong earnings continue to outweigh market headlines
• The growing impact of artificial intelligence on the broader economy
• Why AI is becoming a global infrastructure story, not just a technology trend
• Nvidia's role in the next phase of AI adoption
• The importance of energy prices, inflation, and Federal Reserve policy
• What the upcoming jobs report could mean for markets
• Key earnings reports and economic data investors should monitor this week
• The biggest opportunities and risks heading into the second half of 2026

Scott also shares why he believes we're still in the early stages of a multi-year AI investment cycle and what that could mean for long-term investors.

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AI continues to drive market momentum as strong earnings and investor optimism fuel another wave of excitement across Wall Street. In this episode, we break down the latest earnings highlights, what’s powering the AI rally, and what it could mean for investors moving forward. Tune in for a quick, clear look at the trends shaping today’s markets.

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In this episode, we sit down with Melissa Schneider from the Alzheimer’s Association to talk about brain health, caregiver support, and the impact of the Denver Walk to End Alzheimer’s.

We discuss new research around brain health, practical habits that may help reduce cognitive decline, and the free resources available for individuals, families, caregivers, and workplaces through the Alzheimer’s Association.

As a proud sponsor of the Denver Walk to End Alzheimer’s, Paramount Associates is honored to support this important mission and help bring awareness to a cause that impacts so many families in our community.

Learn more about the Denver Walk to End Alzheimer’s and how you can get involved:
💜 act.alz.org/denverwalk

If you or someone you know needs support, the Alzheimer’s Association offers a free 24/7 helpline:
📞 1-800-272-3900

🎧 Tune in to learn more about brain health, community resources, and how we can all play a part in the fight against Alzheimer’s.

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In this episode, Codi Robirds and Scott Tremlett break down what’s driving today’s stock market rally and where opportunities may be emerging next.

Key topics include:

• Strong earnings growth and why it’s supporting higher markets
• The role of AI in driving real economic expansion
• How markets are handling inflation, oil prices, and geopolitics
• The Federal Reserve outlook and interest rate expectations
• Opportunities in emerging markets tied to AI and global supply chains
• What to watch next in economic data and earnings season

Get a clear, data-driven perspective on the current market outlook, AI investing trends, and global opportunities shaping the path forward.

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In this episode of Paramount Wealth Perspectives, we break down two topics that may seem unrelated but share a common thread: decision-making under uncertainty.

First, we dive into the latest mega-cap earnings reports and what they reveal about the evolving AI landscape. The conversation has shifted from excitement around AI potential to a more grounded question, who can turn massive capital investment into real productivity, revenue, and long-term returns? We walk through Microsoft, Alphabet, Amazon, and Meta, highlighting where demand is real, where constraints exist, and how investors are beginning to separate signal from noise.

Then, we turn to a farewell reflection on Federal Reserve Chair Jerome Powell. From navigating the COVID-19 crisis to managing the surge in inflation and one of the fastest rate-hiking cycles in decades, Powell’s tenure has been defined by extraordinary challenges. We discuss his leadership, key decisions, and how history may ultimately judge his time at the Fed.

Across both segments, the theme is the same: how leaders make high-stakes decisions when the path forward is unclear.

Key Topics:

• The shift from AI hype to measurable returns
• What recent earnings say about productivity and capital spending
• Where the biggest tech companies stand today
• Jerome Powell’s legacy and leadership through crisis
• The role of judgment in uncertain environments