Resilience or Complacency? First Week with Walter Todd

Resilience or Complacency?
First Week with Walter Todd

Resilience or Complacency?

April 1, 2026

Oil prices surged, rate cuts disappeared, but we still ended Q1 in better shape than many expected.

But are the markets resilient…or just complacent? In this week’s First Look video, Walter Todd outlines how markets have absorbed the geopolitical risk we saw dominate headlines in March and how those changes have impacted the rate expectations. He also shares what to be watching for as equities face their next hurdle: earnings season.

Greenwood Capital is an SEC-registered investment advisory firm. This material has been prepared for information purposes only, is not intended to provide, and should not be relied on solely for tax, legal, or accounting advice. Subtitles are automatically generated.

Will AI Burst?
First Week with Walter Todd

Will AI Burst? June 2, 2026"You’re looking at roughly 50% of the S&P being concentrated in technology and technology-related stocks. It’s actually a little higher if you include names from other sectors. We haven’t seen that level of concentration since 2000."It...

The Difference a Month Makes
First Week with Walter Todd

The Difference a Month Makes May 1, 2026“The market’s reaction over the past 30 days has been dramatically different than what we saw earlier in the year, and a lot of that comes down to fundamentals reasserting themselves.”The US Economy seems to be as variable as...

Iran Conflict Whiplashes Markets
First Week with Walter Todd

Iran Conflict Whiplashes Markets March 2, 2026 After a sharp “flight to safety” Sunday night, markets recovered much of the move by Monday afternoon. Walter Todd unpacks what changed and what risks remain as geopolitical shifts, private credit concerns, and weakening...