June’s Coffee with FourThought features Joel Johnson with special guest James Stamper discussing a resilient first half of 2026 despite geopolitical tensions and market uncertainty. The conversation explores strong year-to-date market performance, the importance of diversification as leadership broadens beyond mega-cap technology stocks, and what rising interest rates could mean for investors moving forward.
The team takes a deep dive into the highly anticipated SpaceX IPO, examining the company’s valuation, business model, risks, and what investors should understand before participating. They also review a standout earnings season, highlighting how AI-driven productivity gains are impacting corporate profitability and discussing recent results from NVIDIA and Home Depot.
Watch here: https://www.youtube.com/watch?v=s6zC6LWXkxk
Disclaimer: This presentation is for informational and educational purposes only and does not constitute investment advice or a recommendation. Views expressed are subject to change and are based on information believed to be reliable at the time of recording. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and in consultation with a qualified financial professional. FourThought Private Wealth is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.