2026 Great Rotation: AI Profits are Flooding into Regional Banks

Episode 510 00:00 Q4 Earnings & GDP 01:02 Silver down 30% from its recent high 02:12 2026 long term trends 02:52 Stocks starting out the year on a strong footing 04:41 Lam Research up over 150% past year 05:17 Ciena up 200% past year 05:27 Stupid ads on YouTube 07:25 SAAS software companies too beat up 07:50 Regional Banks are the early warning signal of the economy Sign up for free ALERTs & Market Commentary at:  ——————————————————

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2026 Great Rotation: AI Profits are Flooding into Regional Banks is an episode from WEALTHSTEADING Podcast retirement prep & stock market insight with money manager John Pugliano by John Pugliano.

This episode is 9:40 long.

This episode was published on Feb 4, 2026.

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