Mark Travis is looking for “founder-led” businesses with strong financials. He covers the state of the AI trade and how much investors should think about putting into the sector depending on where they are on their journey towards retirement. Anticipating rates to drop, he thinks it might be time to lock in bond purchases before the Fed moves. He likes Garmin (GRMN), Levi (LEVI), Jefferies (JEF), and more.