{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"StockTA's Steuer: Market's rally has it due for a pause, awaiting clarity","description":"Kevin Steuer, managing partner at StockTA, says the stock market's rally after the initial peace talks over the War in Iran got a bit ahead of itself, and he's now expecting the market to hover \u2014 without facing much downside pressure \u2014 awaiting more resolution and clarity. He's heavily in cash at this point \u2014 the most cash he has held by percentage since the Covid crisis \u2014 and is looking at defensive, inflation-oriented plays while he waits for a signal that the rally is back on. David Gutierrez, vice president at Liberty Street Advisors \u2014 which runs the Private Shares Fund \u2014 says that private markets are similar enough to public markets that one of the big sweet spots now is artificial intelligence, though he is focused mostly on A.I. infrastructure noting, for example, that the shift from copper-based to optical-based networking in servers is an investable trend that does not depend on how well the AI works but instead is based entirely on the demand for more technology support. He also discusses shifting trends in how long private companies are waiting before going public, and how geopolitics could be impacting private firms. Plus, Noland Langford, chief executive officer at Left Brain Capital Management, brings his strategy of buying proven winners while they are still on the rise back to the Money Life Market Call. ","author_name":"Money Life with Chuck Jaffe","author_url":"http:\/\/moneylifeshow.com","html":"