video1.0<iframe src="https://www.loom.com/embed/d33a35e3bb69497982908eaaf1ef51a9" frameborder="0" width="1396" height="1047" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>10471396Loomhttps://www.loom.com10471396https://cdn.loom.com/sessions/thumbnails/d33a35e3bb69497982908eaaf1ef51a9-f80e5e56d5931b6c.gif5616.930304The Osborne Partners Investment Team of CFA® Charterholders believes we are navigating the most important investing period since 2000. Major macro variables like sticky inflation and fluctuating interest rates continue to cause market confusion. Compounding this daily portfolio management puzzle are a new Fed Chair, the upcoming mid-term elections, and ongoing geopolitical and trade tensions. While market concentration is near record highs and AI speculation mirrors classic bubble behavior, significant opportunities are emerging right now—well beyond the crowded trades.