Clear Harbor CEO Aaron Kennon joins Bloomberg TV and Radio to discuss the evolving AI trade, continued earnings strength, and interest rates.

Clear Harbor CEO Aaron Kennon appeared this morning on Bloomberg TV and later on Bloomberg Radio to discuss the strength of corporate earnings, interest rates and fixed income, volatility beneath the surface of equity markets, and the evolving artificial intelligence investment cycle.

Across the two conversations, Aaron shared perspectives on the potential for greater differentiation within the AI trade, the importance of returns on invested capital as AI spending continues, and what the current market environment may mean for investors across equities and fixed income.

Watch Bloomberg TV Here (Segment begins at 4'05")

Listen to Bloomberg Radio Here