{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Finvestment-update.simplecast.com%2Fepisodes%2Fq2-2026-investment-update-OKH_G30W","width":444,"version":"1.0","type":"rich","title":"Q2 2026 INVESTMENT UPDATE","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/e7991dd0-4432-4f05-946c-a4c17ec6f242/940eea71-5c97-4c8e-a85e-fcd2e7802775/see_what_we_see_cct_podcast_q2_26_2.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"<iframe src=\"https://player.simplecast.com/f476ecf2-99bd-48fe-a093-b8bd0486ca17\" height=\"200\" width=\"100%\" title=\"Q2 2026 INVESTMENT UPDATE\" frameborder=\"0\" scrolling=\"no\"></iframe>","height":200,"description":"Jeff Whitaker, President and CEO of Chevy Chase Trust, reviews 2026’s second quarter. \n\nExcessive optimism about AI has led to higher corporate profits and U.S. equity prices. We fear that expectations for uninterrupted exponential AI-related earnings growth have risen too far and too fast. We see better opportunities in several unloved areas both within and outside of the U.S."}