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In this episode of Paramount Wealth Perspectives, host Chris Coyle is joined by Scott Tremlett, Chief Investment Officer at Paramount Associates Wealth Management, for a timely discussion on the market’s recent pullback and what’s driving investor sentiment. From rate-sensitive sectors faltering to real assets holding strong, we explore why the market is rewarding quality, pricing power, and tangible cash flows over speculation.

We dig into second-quarter earnings season—highlighting strong beats, weaker surprises, and a market no longer willing to reward “good enough.” Plus, we break down macro headwinds including Fed tone, inflation stickiness, and the risk of overconcentration in mega-cap names.

If you're wondering how to position your portfolio amid elevated valuations, shifting sector leadership, and global opportunities, this conversation is packed with insights to help you stay invested, diversified, and disciplined.

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In this episode of Paramount Wealth Perspectives, Chris Coyle is joined by Chief Investment Officer Scott Tremlett to unpack what truly changed in markets from 2025 and what investors should expect as 2026 takes shape. While headline returns from last year looked strong, the underlying structure of the market shifted in important ways, moving from a stimulus-driven environment to one defined by resilience, selectivity, and discipline.

Chris and Scott explore why narrow leadership and concentrated returns can quietly increase risk, how investor behavior may become the biggest challenge in the year ahead, and why markets no longer reward the same habits that worked over the past decade. They discuss sticky inflation, a cooling but stable labor market, and why fewer rate cuts do not necessarily signal policy error, but rather a more constrained and realistic backdrop.

The conversation also covers evolving sector leadership, the maturation of the AI theme from narrative to infrastructure, and why equal-weight exposure and active decision-making may matter more going forward. International and emerging markets come back into focus as a softer dollar, improving balance sheets, and shifting global growth dynamics create new opportunities.

Chris and Scott close by emphasizing the importance of patience, diversification, and thoughtful positioning in a market that does not need to break to challenge investors. In a year likely defined by dispersion rather than momentum, this episode offers a grounded framework for navigating complexity and staying disciplined in 2026.

Stay informed. Stay ahead.

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In this episode of Paramount Wealth Perspectives, Chris Coyle and Chief Investment Officer Scott Tremlett unpack one of the most misunderstood dynamics in today’s market: why Fed rate cuts are not bringing down mortgage rates or long-term yields. They break down the growing disconnect between policy moves and market behavior, and explain why inflation credibility — not Fed action — is driving the long end of the curve.

Chris and Scott explore how markets are digesting the first cut, why investors are recalibrating expectations for growth and earnings, and what a “higher for longer but not restrictive forever” rate environment really means for portfolios. They examine consumer sentiment, inflation psychology, and why dispersion — not broad trends — is becoming the defining feature of this cycle.

The conversation dives into 2026 earnings expectations, the role of AI as a margin driver rather than a hype cycle, and the shift toward business models anchored in pricing power, cash flow durability, and balance sheet strength. They also take a close look at bonds, highlighting why fixed income is relevant again and how investors should think about duration, income, and flexibility in today’s market.

Chris and Scott close by discussing investor behavior in a post–easy money world: what discipline truly means, why this environment rewards preparation over prediction, and how to build portfolios that can thrive even when narratives shift.

If you’re navigating rising yields, persistent inflation, market rotation, or uncertainty around the Fed’s next move, this episode offers a clear, grounded framework for understanding what matters most — and what to ignore.