In this NYSE Live interview, Thomas Raymond, Founding Partner of Callan Family Office, discusses current market conditions, valuation trends, corporate earnings performance, and the role of innovation in shaping business growth.

Raymond explains why he believes market valuations should be evaluated in the context of earnings performance rather than headlines alone. He discusses how investors can assess opportunities by focusing on business fundamentals and maintaining discipline amid periods of economic uncertainty and heightened market attention.

The conversation examines recent earnings trends and the relationship between earnings growth and overall market valuations. Raymond highlights the importance of understanding how corporate performance can influence valuation metrics and investor perceptions over time.

A significant portion of the interview focuses on innovation and entrepreneurship. Raymond discusses the impact of artificial intelligence on new business creation, describing how AI tools are helping entrepreneurs and startups develop products, services, and operating models in new ways. He explains why innovation extends beyond the largest technology companies and how emerging businesses are increasingly utilizing AI as part of their growth strategies.

The discussion also explores broader themes surrounding opportunity identification, market fundamentals, and the importance of evaluating long-term business trends rather than short-term narratives.

Throughout the interview, Raymond shares perspectives on earnings growth, valuation analysis, entrepreneurship, and the evolving role of artificial intelligence within today's business and innovation ecosystem.

Disclaimer: Informational content only. NYSE does not endorse or recommend investments, strategies, companies, products, or services discussed.