In this week's episode of The Lebenthal Report, Michael Hartzman and guest co-host Tracy Burns sit down with John Eade, President and Chairman of the Investment Policy Committee at Argus Research, for a deep-dive into today's market landscape.

They tackle everything from the so-called "AI bubble" claims to the surge in utilities, data center infrastructure spending, and what investors may be overlooking as Big Tech shifts from hype to real-world implementation. The conversation also explores stablecoins, cryptocurrency regulation, interest rate expectations heading into 2026, consumer bifurcation, and the rising importance of affordability in economic policy.

Whether you're questioning the sustainability of AI-driven growth, assessing market rotation opportunities, or preparing portfolios for potential Fed shifts, this episode offers critically timed insights for investors, advisors, and market watchers.