Peak Asset Management July 2026 Quarterly Investments Call

Peak Asset Management Quarterly Investments Call: July 2026 Join Johnny Russell, CFA® and Grant Bugner, CFP® of Peak Asset Management as they discuss the topics and factors at play in the market that are being discussed in the weekly Peak investment committee meetings (Recorded July 28, 2026) 00:00 - Intro 01:37 - Jaime Dimon (JPM CEO) recent comments on the S&P 500 08:35 - It's hard for investors to avoid AI...is that a problem? 17:09 - Why have small cap and now mid cap stocks outperformed this year? 23:01 - What has inflation reaccelerated and how does that impact interest rates and more specifically, portfolios? 29:58 - Some say that mbridge and stablecoin could eventually be a serious threat to SWIFT and the dollar's dominance. Are we concerned that a declining dollar could be a serious drag on the economy? 36:20 - Wrap Up Advisory Services offered through Peak Asset Management, LLC, an SEC registered investment advisor. The opinions expressed and material provided are for general information, and they should not be considered a solicitation for the purchase or sale of any security. Clients and associated persons of Peak Asset Management may hold positions in the securities discussed in this content. Investing involves risk, including the possible loss of principal. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All strategies and services described involve risks, tax implications, and potential limitations, and may not be appropriate for every investor; clients should consider these factors carefully before making decisions. This content is developed from sources believed to be providing accurate information and may have been developed and produced by a third party to provide information on a topic that may be of interest. This third party is not affiliated with Peak Asset Management. It is not our intention to state or imp