Media Vault

We leverage specialized observational skills and insight to uncover the root of macroeconomic forces, challenging assumptions about human behavior and interpreting implicit biases.

Volatility and Geopolitical Tension taking a backseat to the Market
Pence Capital Management CIO Dryden Pence says, “At the end, economics beats politics”. Believing that with time, the Strait of Hormuz will open again. Says geopolitical volatility generally...
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Microsoft – Still dominates in Business and could weave AI into its tools.
Pence Capital Management CIO Dryden Pence has a positive outlook on Microsoft, given its dominance in the business, even though its AI product might not be top-tier. (Source:...
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Raising Debt to Invest in AI Ambition – the outlook for Meta.
“Meta is behind” in its AI investments and has some catching up to do! “If you underinvest, you get left behind, and could be left behind permanently,” says...
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“Still Very Strong” when it comes to Google Alphabet, says Pence Capital Management CIO.
Pence Capital Management CIO Dryden Pence discusses Google/Alphabet, their dominance, and the integration of AI into their tools. (Source: Schwab Network) Air Date: 06/08/2026 Disclosure Pence Capital Management,...
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"Fundamentals Are Driving the Markets," says Chief Investment Officer, Dryden Pence.
Pence Capital Management CIO Dryden Pence discusses the fundamentals driving earnings: AI and increased labor productivity. (Source: Schwab Network) Air Date: 06/08/2026 Disclosure Pence Capital Management, LLC (“PCM”)...
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“A.I. is not paying attention to Oil,” says Dryden Pence as he talks about AI Hyperscalers.
As AI spending continues, Dryden Pence focuses on the AI hyperscalers and their ability to drive profits as AI trade evolves. He discusses Google, Meta, and Microsoft, current...
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WTI Crude Prices Overcome Brent, Implications for Inventories & FOMC
Dryden Pence believes the crux of crude oil volatility is a "traffic problem," not supply. Turning to interest rates, he outlines a tentative path forward for the Fed...
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AI trade is helping build out the 'next new economy': Strategist
As the AI boom continues, investors hedge their bets on what's next for the AI trade as companies spend trillions building out AI infrastructure. Dryden Pence, chief investment...
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Dryden Pence on AMZN, GE & URI For a Bright 2026
Dryden Pence thinks the CPI print gives the Fed room to move “more quickly” on rates. He anticipates “a lot of stimulus” coming into the market next year....
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Amazon’s stock has room to run, says Pence Capital’s Dryden Pence
Dryden Pence, Pence Capital Management CIO, joins 'Power Lunch' to discuss Amazon’s stock performance. (Source: CNBC Power Lunch) 12/16/2025 ________________________________________ Disclosure: Pence Capital Management, LLC (“PCM”) is an...
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What to make of the market's muted response to US–Iran
Pence Capital Management chief investment officer Dryden Pence joins Market Domination host Josh Lipton to discuss strategic ways to maneuver assets amid global tensions and oil price spikes....
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Dryden Pence: Warsh an Adult in the Room for Fed, Likes MSFT, AMZN, GE
Dryden Pence believes fiscal policy, monetary policy, and industrial policy are all aligning to be “highly stimulative going forward.” He thinks the market will continue to climb and...
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