In this conversation, Tarek is joined by Steve Orr, Managing Director and Chief Investment Officer at Texas Capital. With more than three decades of portfolio management experience and credentials as both a CFA and Chartered Market Technician (CMT), Orr brings a deep perspective on markets, macro trends, and investment strategy. In the conversation, he breaks down the explosive growth of the “Texas Triangle” - Dallas-Fort Worth, Houston, and San Antonio - and how the region is evolving into a global financial hub as firms like JPMorgan Chase and Goldman Sachs expand their presence in the state. Orr also walks through his team’s “Four Rs” investment process, discusses current market signals through both technical and fundamental analysis, and shares his outlook on equities, bonds, and digital assets like Bitcoin. Throughout the discussion, he explores the larger forces shaping markets today - from demographic shifts and artificial intelligence to government policy and the broader economic momentum driving Texas’ rise as the center of “Y’all Street.”