Weekly IEC Market Livestream – September 25th, 2025

This week’s livestream breaks down why markets jolted after Powell’s remarks, how a hotter GDP print nudged rate-cut odds, and where leadership is rotating inside the AI trade – toward the real-world infrastructure that powers data centers. Todd also recaps his CNBC appearance and, with Kyle, shares quick takeaways on our latest rebalance and a practical look at muni bonds and tax-equivalent yields. Watch the replay to see what changed – and how we’re positioning next.