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Outlooks and commentary from Paladin Equity on the economy, real estate, and how we are positioning the portfolio.

October 12, 2026· Tim TroutVideo

Paladin October 2026 Economic Outlook

The U.S. expansion rests on AI capital spending and consumption by the wealthiest households. Tim Trout on the capex-to-revenue gap, the path for rates and the deficit, and how Paladin is positioning in real estate.

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