Why This Economy Refuses To Break | David Cervantes
Published: June 3, 2026
Duration: 46:47
While investors wait for a recession that never comes, AI spending and fiscal stimulus keep pouring fuel on the expansion.
David Cervantes of Pinebrook Capital joins to explain how AI spending is reshaping the economy, profits, and traditional market dynamics.
We also discuss productivity gains, consumer resilience, inflation risks, Fed policy, bond market reactions, energy markets, and David’s favorite international trade. Enjoy!
TIMESTAMPS:
00:00 Intro
01:59 AI Buildout Is Driving Macro
06:01 Profit Margins And Productivity
09:58 Supply Chains Sh...