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This week on Paramount Wealth Perspectives, Scott Tremlett and Codi break down another eventful week in the markets as investors head into the Fourth of July holiday and America's 250th birthday. They discuss why recent market rotation is actually a healthy sign, how strong corporate earnings continue to support the long-term outlook, and why volatility doesn't necessarily signal trouble ahead.

The conversation also covers Kevin Warsh's influence on Federal Reserve expectations, what this week's employment data could mean for interest rates, and why Scott believes artificial intelligence is still in its early stages. Rather than chasing the latest AI headlines, he explains why power infrastructure, data centers, networking, and private investments may offer some of the biggest long-term opportunities.

In this episode:

• Why broader market participation is a positive sign for investors
• What strong corporate profits mean for the second half of the year
• Kevin Warsh, the Fed, and the outlook for interest rates
• Why AI demand continues to outpace supply
• The infrastructure investments powering the AI revolution
• The key economic reports to watch this week
• Why disciplined, long-term investing continues to win over time

Whether you're keeping an eye on the markets, curious about the future of AI, or looking for perspective beyond the headlines, this episode offers practical insights to help you stay focused on your long-term financial goals.