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Mark Tepper joined Mornings with Maria as co-host to unpack critical developments across the U.S. economy. From the Supreme Court’s pending tariff ruling and government shutdown fallout to AI spending concerns and consumer strain, Tepper offers practical insights for business leaders and investors navigating a volatile environment. Key topics include the impact of debt-financed AI CapEx, New York’s shifting tax base, and rare earth trade leverage with China.
Mark Tepper joined Varney & Company to break down the economic consequences of New York’s shifting political tone, highlight the potential of the new Texas Stock Exchange, and share bullish views on Meta, Ferrari, and Philip Morris. He also delivered a strong message on how AI pullbacks present new buying opportunities—and shared a personal travel nightmare that underscores issues plaguing U.S. infrastructure.
During his co-host appearance on Mornings with Maria, Mark Tepper discussed several key themes shaping the U.S. economy and markets. He praised President Trump’s strategic trade negotiations with China, highlighting how rare earth mineral deals with allies gave the U.S. critical leverage. Tepper emphasized the importance of holding China accountable for past trade commitments—particularly on soybeans—and explained why tariffs are contributing to a $100B reduction in the budget deficit.
On the investment front, Tepper noted a market shift: tech companies are no longer rewarded simply for pouring money into AI. Instead, investors now demand clear return on investment and discipline. He also pointed to American energy independence as a geopolitical advantage, citing pipeline gaps as growth opportunities for firms like Kinder Morgan and Enbridge.
Tepper closed with commentary on disciplined AI capital expenditures, the ROI window closing, and the macro trends signaling a still-strong bull market—despite short-term investor caution.
Mark Tepper joins Martha MacCallum on Fox News to break down how AI is rapidly changing the job landscape—putting white-collar roles at risk, disrupting middle management, and giving small businesses a shot at top-tier talent. He also explains how AI-fueled productivity is driving surprising economic growth despite flat job creation.
In a recent appearance with Martha MacCallum on Fox News, Mark Tepper addressed the growing concern around AI-driven job displacement, particularly for white-collar and middle management roles. He explained how generative AI is now handling tasks like status reports, memos, and meeting summaries—roles traditionally owned by mid-level employees.
Tepper highlighted that while big corporations dominate headlines with layoffs, 50% of GDP and private sector jobs come from small businesses, which are now uniquely positioned to attract top talent they were previously priced out of.
He noted that while there may be short-term disruption and job loss, the long-term effect of AI is increased productivity, citing the Atlanta Fed’s GDPNow estimate of 3.9% economic growth despite stagnant job growth. Tepper likened the AI shift to historical innovations like the lawn mower, which eliminated some jobs but created entire new industries.
This segment offers valuable insight for business owners, employees, and parents preparing students for an evolving job market—and shows how small businesses can capitalize on the AI revolution.
Leaders across the financial news spectrum—from CNBC to Fox Business to Yahoo Finance—turn to Mark Tepper and the experts at Strategic Wealth Partners for savvy insights on market changes, legislation, retirement planning, and more. Watch how Mark and the team from SWP share their knowledge live, on air.
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Ideal for business owners preparing their exit strategy or those simply curious about the value they’ve built. Sellability Score gives you a clear-eyed ranking of your business’s projected market value.
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