When AI Hype Meets Tariff Shock: Is Complacency Your Greatest Risk? – Innovator ETFs – 9.10.25

Summary:

Markets are rallying on AI-driven momentum—but escalating tariffs and early signs of stagflation suggest a fragile foundation. Join us as we dissect how to stay grounded amid sentiment swings and macro shocks, and what signals to monitor to stay ahead of hidden vulnerabilities.

Accepted for 1 CFP/ IWI / CFA CE Credit

Speakers:

Tim Urbanowicz, CFA is the Chief Investment Strategist for Innovator Capital Management. In his role, Tim is responsible for all market research, investment strategy, and model portfolio solutions. Tim is a regular contributor on Fox Business Network, CNBC, Yahoo! Finance, and Bloomberg, discussing his views on the economy and global capital markets.

Prior to joining Innovator, Tim was a Sr. Investment Strategist for Northern Trust, serving as a subject matter expert on global markets and portfolio construction. Prior to joining Northern Trust Tim served as the Director of Fixed Income ETFs and Head Capital Markets Strategist for Invesco.

Andrew Nelson, CFA, is the Director of Product Strategy at Innovator ETFs. In his role, Andrew oversees product strategy, product management, and implementation, driving innovation and growth for the company.

Prior to joining Innovator, Andrew was the Director of ETF Due Diligence at Invesco, supporting the firm’s ETF business development efforts within the Wealth Management Platforms division. With extensive experience in financial analysis, strategic planning, and the overall ETF industry, Andrew is dedicated to advancing innovative ETF solutions and expanding market opportunities.