
Midterm Market Rally, Texas Data Center Fallout & Crypto Regulation
Shownotes
November 4, 2026; 2pm: Stocks and bonds rally after Democrats' midterm sweep, while Texas data center and AI power names sell off on regulatory concerns. Guests weigh whether the moves are relief-rally positioning or real policy shifts, with focus on health care, energy, crypto and earnings leadership.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.