In this appearance on BBC World News, David Laut discusses how the nomination of Kevin Warsh as the next Federal Reserve Chair is shifting market expectations and creating a unique environment for “Buy America” trades. David also provides a strategic outlook on the AI infrastructure cycle, explaining why a ten-year lens is required to navigate the initial years of build-out uncertainty.

The views expressed are those of David Laut as of February 2, 2026 and are not intended as specific investment advice. Past performance is not indicative of future results.

David Laut joins The Claman Countdown to discuss why he expects the S&P 500 to hit 7,300 by the end of 2026, even with a non-linear path ahead. He breaks down the shift from “growthier” tech areas into economically sensitive sectors like financials, industrials, and energy. David also explores how geopolitical shifts and corporate tax cuts are creating unique opportunities in defense and infrastructure as the AI trade matures.

The views expressed are those of David Laut as of December 29, 2025 and are not intended as specific investment advice. Past performance is not indicative of future results.

KERUX CIO David Laut joins Fox Business Live to discuss how portfolio managers can find growth opportunities beyond the heavily-weighted mega-cap tech stocks. He argues that while AI remains the core market story, strategic diversification is essential. Laut outlines his firm’s focus on small-cap and mid-cap stocks as prime areas to capture growth, noting that AI will drive profits while also contributing to potential Fed rate cuts—a scenario that historically benefits smaller companies. The discussion reinforces the importance of not being overly “married” to a handful of names, drawing lessons from the dot-com era.

The views expressed are those of David Laut as of December 5, 2025 and are not intended as specific investment advice. Past performance is not indicative of future results.

Investment strategist David Laut discusses current market volatility and the strategic shift KERUX is making as the year-end approaches. He explains his decision not to chase the market, opting instead to be a wise steward by rebalancing portfolios toward value, small cap, and bonds. David assesses the maturation of the technology sector and its influence on volatility, while detailing opportunities in long-duration assets like gold and small-cap tech as interest rates are expected to fall. He advises clients to use dollar-cost averaging over the next six weeks and highlights the importance of maintaining client liquidity to ensure they are not thrown off track with their mission, despite being optimistic about an overheated market environment in 2026 driven by falling rates and AI.

The views expressed are those of David Laut as of November 10, 2025 and are not intended as specific investment advice. Past performance is not indicative of future results.

David Laut explains why his firm is “absolutely risk-on” and plans to be fully invested by November, even with short-term market uncertainty. He addresses fears of an S&P 500 correction, arguing a brief pullback is likely before a strong year-end rally. The core bullish thesis is built on an economic setup where AI drives higher corporate margins and revenue, while a softening jobs market keeps the Fed dovish. He also assesses the threat of recent credit market blowups against resilient consumer health, before discussing what Corporate America needs to deliver to sustain the current market momentum.

The views expressed are those of David Laut as of October 14, 2025 and are not intended as specific investment advice. Past performance is not indicative of future results.

David Laut, chief investment officer at Abound Financial, joins BNN Bloomberg to discuss investment amid record high markets.

KERUX CIO David Laut reacts to recent job numbers, asserting that the bigger issue is the quality of data collection, not the integrity of the process. He discusses how higher interest rates are accelerating businesses toward efficiency, which may increase the probability of lower interest rates in the near future.

KERUX CIO David Laut offers his perspective on the president’s targeted approach to tariffs, discussing how the auto, copper, and pharmaceutical sectors are impacted. He provides an optimistic outlook for the second half of the year.

David Laut offers expert guidance on a changing market, discussing the importance of focusing on long-term trends rather than overreacting to short-term movements.

KERUX CIO David Laut provides his perspective on market activity, sharing insights on how global events can influence investor sentiment. He offers counsel on navigating economic data, advising investors to look beyond short-term movements and focus on long-term trends.