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.
