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Podcast Episode

Earnings Over Emotion: A Data-Driven View of Today’s Market with Brian Mulberry

Overtime Earnings··30 August 2026·58 min

About this episode

In this episode of Overtime Earnings, we sit down with Brian Mulberry, Chief Market Strategist at Zacks Investment Management, for a wide-ranging conversation about what may be happening beneath the market’s daily noise. The conversation also explores the massive investment in artificial intelligence infrastructure, how investors might distinguish productive growth spending from balance-sheet risk, and why the next phase of AI may shift attention from the companies building the technology to the businesses using it to improve productivity. PPG-9083771.1(08/26)(exp.08/30)