
The Silvercrest Podcast
The Margin Expansion Paradox: AI, Robotics, and the New Rules of Corporate Profit
<p>In this Silvercrest Market Update, Chairman & CEO Richard Hough and Robert Teeter, Chief Investment Strategist, explore the contradictions defining today's investment landscape—from record earnings beats and expanding profit margins to elevated valuations and massive capex spending—and discuss what it all means for active management.Visit www.silvercrestgroup.com to learn more.Important Disclosure: This communication was recorded on May 5, 2026 and contains the personal opinions, as of the date set forth herein, about the securities, investments and/or economic subjects discussed by Mr. Hough and Mr. Teeter. No part of Mr. Hough's or Mr. Teeter's compensation was, is or w...

