Clear Harbor CEO Aaron Kennon appears on Bloomberg Radio for a discussion on second quarter earnings, AI investment expansion, and equity portfolio positioning as the AI buildout broadens across the economy.

On Bloomberg Radio today, Clear Harbor CEO Aaron Kennon discussed the strength of second-quarter earnings, the continued expansion of artificial intelligence investment, and how investors should think about positioning equity portfolios as the AI buildout broadens across the economy.

Aaron shared perspectives on why AI spending extends beyond technology into industrials, financials, utilities, infrastructure, and small-cap companies, while also addressing the risks of a more efficient AI ecosystem and why those developments could create new opportunities rather than derail the long-term investment thesis.

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