Markets had a wild week. We covered the election aftermath, how the AI trade keeps shifting, sector rotations, inflation pressures, and what's next for rates and bonds.

Also spent time talking through our new book with the co-authors. Lots of ground to cover when you're trying to make sense of where we are and where we might be headed.

The interesting part isn't predicting outcomes—it's watching how quickly narratives change and how investors react. Same patterns, different decade.