TV Appearances

David Laut’s Big Tech & A.I. Outlook

March 2025

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Navigating investment amid record-high markets.

KERUX CIO David Laut discusses navigating investment amid record-high markets and shares his insights on the financial and tech sectors.

More TV Appearances

Fox Business

Fed borrowing, AI infrastructure, tech sector concentration, and broad market profitability versus economic growth.

Fox Business

Profits, semiconductor supply expectations, and political and geopolitical risks.

Fox Business

Consumer spending, tech earnings, and navigating sector valuation shifts.

NYSE

Macro outlook, valuation convergence, and the role of diversification.

BNN Bloomberg

The U.S. Fed’s holding pattern and why an interest rate hike or cut is unlikely this year.

CNBC

Market sentiment, the impact of AI, and why the “10% correction” shouldn’t deter the disciplined steward.

FOX Business Live

Market reactions, oil price surges, and defensive investment strategies.

BBC News

Federal Reserve and the 10-year cycle of AI infrastructure.

Fox Business

Forecasts, sector rotation, and the impact of geopolitical shifts.

FOX Business Live

AI economy diversification, small-cap and mid-cap growth opportunities, and strategic shifts.

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