In this episode of Ask Avidian, Chief Investment Officer Jake Borbidge unpacks early 2026 market turbulence, covering:

• President Trump's nomination of Kevin Warsh as Fed Chair (replacing Jerome Powell in May), sparking debates on Fed independence and a more hawkish policy stance
• Limited expectations for near-term rate cuts amid the leadership transition
• The dramatic commodities crash in gold and silver, pulling back sharply from their 2025 record highs
• Ongoing pressures in the tech sector driven by massive AI capital expenditure (CapEx) burdens
• Concerns over eroding software moats as viral personal AI agents lower barriers to entry
• The blockbuster SpaceX-xAI merger, valuing the combined entity at $1.25 trillion ahead of a rumored $1.5T+ IPO

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Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.