Fridays with Frank: Best US quarter in 6 years, AI stocks diverge, and a Kiwi rocket company's moat play

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Previously titled “Best US quarter in 6 years, AI stocks diverge, and a Kiwi rocket company's moat play” — renamed by the publisher on Aug 5, 2026

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Recorded02 Jul 2026

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Show notes

Frank and Nigel look back at the quarter that's just wrapped. They cover why US stocks could have had their strongest quarter in six years, what's driving the growing gap between AI-adjacent stocks and everything else, and how small caps managed a rally that's caught a few people off guard. Frank also digs into Rocket Lab's recent moves and what they could suggest about building a durable competitive moat.

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