In this week’s episode of ETF Spotlight, Vince Lorusso, CEO and Portfolio Manager at Clough Capital, explains why stocks can keep rallying in 2026 even if the Fed holds rates steady.
0:00 – Intro & Market Context
0:17 – Navigating Earnings Season: Hands Off or Tactical?
0:44 – Why Clough Capital is Bullish on Equities
2:20 – Demographics & the Savings Economy
4:01 – Technology, AI, and Inflation Dynamics
6:07 – Fed Outlook & Portfolio Strategy
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