The Weekly Rebalance

The AI Boom’s Hidden Risk: REIT Debt & Rates | The Weekly Rebalance #35

📈 Treasury yields are surging — but data center REITs are still riding the AI wave. In this episode of The Weekly Rebalance, Nick and Ethan break down the growing tension between rising borrowing costs and massive AI infrastructure demand. We cover why REITs are highly interest-rate sensitive, the bull vs. bear case for data center REITs, and how companies like Equinix, Digital Realty, and Iron Mountain are benefiting from AI-driven CapEx spending. We also discuss tower REITs, 5G infrastructure, private vs. public REIT investing, and why self-storage REITs have quietly been one of the best-performing real estate sectors for decades. 🏢⚡📊 💬 Do you think AI infrastructure spending will continue accelerating, or are markets overbuilding? Let us know in the comments. 📲 Share this episode with another investor or advisor following the AI and REIT space. #Revisor #WeeklyRebalance #REITs #DataCenterREITs#TowerREITs #RIATech #WealthManagementTech #InvestmentStrategy #FinancialMarkets #MarketAnalysis #TreasuryYields #AIInfrastructure #DigitalRealty #Equinix #InterestRates

Sell in May? Why Staying Invested Still Wins | The Weekly Rebalance #34

🚨 Markets are hitting fresh highs—but is a major Fed regime change about to reshape everything? In this episode of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill break down the surprising strength in equities, AI and semiconductor momentum, emerging market leadership, and the growing uncertainty surrounding the Federal Reserve. 📈 They dive into Kevin Warsh’s potential impact on monetary policy, the history of Fed independence dating back to the 1951 Fed Accord, and whether “Sell in May and Go Away” actually works. Plus: inflation concerns, small-cap outperformance, and why staying invested may still be the best strategy. 💡 👇 Do you think markets can continue climbing despite Fed uncertainty and global risks? Let us know in the comments! 📲 Share this episode with your network and follow REVISOR for weekly market insights and investment strategy discussions. #Revisor #WeeklyRebalance #TheFed #KevinWarsh #RIATech #InvestmentStrategy #MarketAnalysis #FinancialMarkets #AIStocks #SemiconductorStocks #SmallCaps #EmergingMarkets #WealthManagementTech #SingleIndexModel #Addepar

The Private Credit Boom Explained | The Weekly Rebalance #33

🚨 The market staged a massive reversal this week, with the S&P 500 hitting new all-time highs while concerns around private credit continue to grow. In this episode of The Weekly Rebalance, Nick and Ethan break down the surprising strength in earnings season, Disney’s consumer signals, the Fed’s historic 8-4 vote split, and why private credit may face its first real stress test. 📈💳We also discuss interval funds, liquidity risks, hidden default concerns, and whether the private credit boom is creating opportunities—or cracks beneath the surface.💬 Do you think private credit is the next major opportunity or an underpriced risk? Let us know in the comments.🔔 Subscribe to stay ahead of markets, investment strategy, and RIA tech trends.📲 Share this episode with another investor or advisor following today’s markets.#Revisor #WeeklyRebalance #PrivateCredit #RIATech #InvestmentStrategy #FinancialMarkets #MarketAnalysis #FederalReserve #SP500 #EarningsSeason #AlternativeInvestments #WealthManagement #CreditMarkets #PortfolioManagement #EconomicOutlook

Stocks Soar… But Consumers Struggle | The Weekly Rebalance #32

Markets are hitting new highs—but beneath the surface, the economy is splitting in two 📉📈. In this episode, we break down the K-shaped economy, where wealthy consumers drive growth while others rely on buy now, pay later just to keep up.We cover strong earnings (80% beats), AI-driven growth, and why markets are ignoring geopolitical risks like $110 oil. Then we dig into the real story: rising consumer strain, BNPL trends (even for groceries), and what this means for future market stability.👉 Do you think consumer strength is real—or just masked by debt? Comment below.🔁 Share this with a colleague & follow for weekly market insights.#Revisor #WeeklyRebalance #RIATech #WealthManagementTech #FinancialMarkets #InvestmentStrategy #MarketAnalysis #KShapedEconomy #BuyNowPayLater #Affirm #ConsumerSpending #StockMarket #EarningsSeason #MacroTrends

Why Cannabis Stocks Are So Cheap Right Now | The Weekly Rebalance #31

Cannabis stocks look cheap—but the real reason might surprise you. 🌿📉 In this episode, we break down the massive tax burden (280E) that’s crushing profitability across the cannabis industry and why a potential shift from Schedule I to Schedule III could change everything. We also cover the broader market rebound, NASDAQ’s historic run, and why investors may be underestimating both opportunity and risk in cannabis equities. From rescheduling catalysts to competition from major players like pharma, this is a must-watch for anyone following emerging industries. 💬 Do you think cannabis stocks are undervalued—or a value trap? Comment below. 📲 Share this with a colleague or client who’s watching alternative asset trends. #Revisor #WeeklyRebalance #CannabisStocks #280E #RIATech #WealthManagementTech #InvestmentStrategy #MarketAnalysis #FinancialMarkets #AlternativeInvestments #EquityResearch #PortfolioStrategy #EmergingMarkets #Addepar #SingleIndexModel