Big Gains for Small Caps, Health of Housing & Holid-AI Shopping 11/26/25

The Exchange discusses market trends, economic factors, and investment strategies. Experts weigh in on the potential impact of tax cuts and regulatory easing on consumer spending and market growth, particularly for small-cap stocks. The podcast also covers the AI landscape, analyzing NVIDIA's competition and Oracle's challenges, while also examining the housing market, noting a shift from a seller's to a buyer's market and the impact of interest rates. Finally, the podcast explores the increasing role of AI in retail and its potential effects on brand loyalty, along with trends in holiday shopping and travel, including the influence of tariffs and consumer preferences for experiences over goods.