Brian Levitt
Global Market Strategist (Invesco)
“This is so obviously the AI or nothing bull market. And I don't just mean the stocks and their prices, if you look at the actual earnings... earnings for most companies are actually below where they were at the start of the [year].”
“You've seen other parts of the market, you've seen small cap earnings start to pick up and the markets have responded... it's an environment where the world is adjusting.”
Brian Levitt
One-line summary: Invesco Global Market Strategist; frames 2026 as an 'AI or nothing' bull market with earnings concentrated in AI names but broadening into small caps and laggard sectors.
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On mega-issuance-peak-to-ai-capex-derate, seat-based-saas-ai-disruption:
"This is so obviously the AI or nothing bull market. And I don't just mean the stocks and their prices, if you look at the actual earnings... earnings for most companies are actually below where they were at the start of the [year]." — 2026-06-12-podcast-the-compound-and-friends-why-the-knockout-punch-never-comes-with-brian (2026-06-12)
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On mega-issuance-peak-to-ai-capex-derate:
"You've seen other parts of the market, you've seen small cap earnings start to pick up and the markets have responded... it's an environment where the world is adjusting." — 2026-06-12-podcast-the-compound-and-friends-why-the-knockout-punch-never-comes-with-brian (2026-06-12)
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