DAILY BRIEFING — MAY 24, 2026

In today’s episode:

Markets continue to adapt to a world where higher interest rates may persist longer than many expected. We discuss why the bigger question is not the timing of the next Fed cut, but whether the era of unusually cheap capital has structurally changed — and what that means for business owners, investors, and operators.

We also examine why AI is increasingly becoming an infrastructure and capital allocation story rather than simply a software narrative. The real opportunity may not be in chasing hype, but in selectively implementing tools that quietly remove friction and improve operational leverage.

For branded merchandise, apparel decoration, and fulfillment businesses, we explore why sourcing flexibility, customer trust, and execution reliability continue to matter more tha ...