Today's Talk Your Book is sponsored by Nuveen:

On today’s show, we discuss:

• Ways to gain AI exposure without concentrating in mega cap tech

• Rising municipal bond demand as tax equivalent yields break seven percent for the highest tax bracket 

• Shifting private market interest from data centers toward real assets and farmland

• How the AI build out continues to fuel record high earnings expectations 

Animal Spirits:

Charts:

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Disclosures from Nuveen:

The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. Any changes to assumptions that may have been made in preparing this material could have a material impact on the information presented herein by way of example. Past performance is no guarantee of future results. Investing involves risk; principal loss is possible. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.