The Revisor Podcast
Is AI momentum fading? Is value finally back? And what happens if the S&P reverts from 23x earnings to 18x?In this special webinar, we announce our official partnership with Zacks Investment Management, now live on the Revisor platform — and dive deep into the macro forces shaping markets in 2026.We discuss:• AI capex and monetization risks• Why free cash flow matters more than hype• Growth vs. value rotation• Financials and cyclicals positioning• The 10-year Treasury vs Fed rate cuts• Market “anomalies” and earnings revisions• Zacks SMA & ETF model strategies now available on RevisorThis is more than a partnership announcement — it’s a forward-looking discussion on where institutional managers see opportunity.If you’re an advisor looking to expand beyond proprietary strategies and access earnings-driven portfolio construction, Zacks Investment Management is now fully integrated and available within the Revisor Platform.📩 Reach out to implement.#Revisor [https://www.youtube.com/hashtag/revisor] #ZacksInvestmentManagement [https://www.youtube.com/hashtag/zacksinvestmentmanagement] #RIATech [https://www.youtube.com/hashtag/riatech] #AssetManagement [https://www.youtube.com/hashtag/assetmanagement] #SMAStrategies [https://www.youtube.com/hashtag/smastrategies] #ETFModels [https://www.youtube.com/hashtag/etfmodels] #InvestmentStrategy [https://www.youtube.com/hashtag/investmentstrategy] #WealthManagement [https://www.youtube.com/hashtag/wealthmanagement]#FinancialAdvisors [https://www.youtube.com/hashtag/financialadvisors] #MarketOutlook [https://www.youtube.com/hashtag/marketoutlook] #EarningsInvesting [https://www.youtube.com/hashtag/earningsinvesting] #PortfolioManagement [https://www.youtube.com/hashtag/portfoliomanagement]
3 episodios
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