Markets continue to reach new highs even as questions grow about whether the rally can last. At the same time, investors are trying to reconcile strong market performance with shifting economic signals and the growing influence of AI across industries.

In this episode, we sit down with Jim Woods, market strategist, to examine what may be supporting the market at this stage of the cycle and how investors should think about risk when optimism and uncertainty coexist.

The conversation explores where AI investment may be redistributing opportunity across the economy and why some overlooked sectors could begin playing a larger role in how markets evolve from here.

Views expressed in this video are opinions of the host and the guest, and do not necessarily reflect the views of The Epoch Times.