Show notes
Sam Rahman breaks down inflation, bond yields, AI spending, Microsoft vs. Meta, tariffs, and why stagflation could become the biggest risk investors face in the months ahead#stocks #federalreserve #gold ---------------------👨💼 Guest: Sam Rahman, Portfolio Manager🏢 Company: Hedgeye Asset Management🌎 https://www.hedgeyeam.com/𝕏 @SamofAmerica📅 Recording date: July 30th, 2026---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us ◄◄X (Twitter): http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/---------------------Timestamps (AI generated)

