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Television & Media

Ahead of consensus, on the record.

We identify structural market shifts before they become crowded trades, and we say so publicly. Our partners appear across financial television to discuss capital migration, public equities, and the infrastructure layer of the technology boom. Recent broadcast segments are below.

As featured on
Schwab Network
NYSE Studio
Arutz Hakalkala
Schwab NetworkNYSE

Tracking Capital Migration on the Schwab Network

Elor Kahalany maps where capital is moving within public tech equities as the market rotates away from the giant hyperscalers, breaking down specific infrastructure bottlenecks and where valuation still holds.

  • Infrastructure bottlenecks — where the real constraints sit as spending shifts down the stack.
  • Advanced memory demand — the hardware case, including Micron.
  • Mega-cap stability — valuation durability in names like Alphabet and ServiceNow.
▶ Watch the segment
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Arutz HakalkalaNYSE Studio

Global Markets & Next-Gen Technology

Elor Kahalany breaks down how global markets are responding to geopolitical tension and outlines the core long-term positions in the Richmount portfolio, from energy resilience to the expanding reach of AI infrastructure.

  • Geopolitics & equities — why the market bent but didn't break through regional conflict and oil volatility.
  • Hims & Hers as a tech platform — reframed beyond GLP-1 as a healthcare-technology play within the AI ecosystem.
  • The memory infrastructure wave — why SanDisk and Samsung climb as AI strains global memory supply.
  • Elbit Systems & defense autonomy — the long-term thesis as contracts expand and production localizes.
  • The Richmount philosophy — intensive research and a three-to-five-year horizon over short-term noise.
▶ Watch the segment
Press desk

Booking requests, market commentary, or media kit

For broadcast bookings, written commentary, or to access our official media kit, contact the press desk directly.

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