Talk Your Chart | AI Boom or Bubble, and are we Over the Inflation Hurdle? | Ep. 72
Автор: Evensky & Katz / Foldes Wealth Management
Загружено: 2025-10-28
Просмотров: 92
In Episode 72 of Talk Your Chart, Marcos and Brett analyze the growing AI spend versus its current profitability, before diving into the state of inflation and its impact on the market. Marcos argues that inflation is cooling, with the economy positioned to handle higher interest rates, while Brett raises concerns about the risks of rising inflation. They also discuss what these trends mean for long-term investment strategies and whether the market can maintain its momentum in the coming months.
Chapters:
00:00 Welcome to Episode 72
00:02 Open AI’s Billion-Dollar Gamble
00:05 Winners and Losers in the AI Race
00:06 The Bull Market’s Longevity
00:08:56 The Bull Market’s Longevity
00:14:39 US vs. International Markets
Disclosure:
Co-Hosts: Marcos Segrera, CFP®, Wealth Manager and Principal and Brett Horowitz, CFP®, AIF®, Wealth Manager and Principal at Evensky & Katz / Foldes.
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