VIDEO: 2 Key Sticking Points for a Potential US-Iran Deal
Plus, why we’re still in the early AI innings.
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Chris joined the good folks over at “Topstep TV” on Thursday to talk about the day’s economic data, including the April PCE price index data.
While that conversation was had, it pivoted to the potential U.S.-Iran ceasefire extension that made headlines just moments before. Chris shared his reaction, including why it could be a “buy the rumor, sell the news” moment due in part to the time it will take to re-open the Strait and normalize supply chains, as well as the unanswered questions on two key sticking points.
In the meantime, consumers are grappling with higher prices, and we have some questions about 2H 2026 consensus EPS figures for the S&P 500.
Chris also shared his view on why AI usage is more important to track than AI adoption, and why we’re still in the first third of the game when it comes to AI. He also shares his recent experience with AI, the good and the bad.
Chris’ conversation begins at the 2:05 mark
