AI Can Win. Your Stocks Can Still Lose.
From Know Your Risk Podcast · 59:07
Show by Know Your Risk Radio
October 30, 2026 - What if AI changes the world—and the stocks you bought to profit from it still struggle?As technology stocks sell off, Zach Abraham and Chase Taylor separate two questions investors often treat as one: whether AI succeeds, and whether the companies building its infrastructure deliver attractive shareholder returns. Price, expectations, and the spending cycle can make those very different bets.They examine the case for a rebound in chip stocks if demand remains intact, the risk that the infrastructure cycle is turning, and why a growing business can still disappoint investors. The discussion also covers cybersecurity valuations, Google’s selloff, Berkshire’s purchase timing, and the difference between owning AI-related stocks and lending to those businesses.Beyond tech, Zach and Chase discuss gold’s sharp pullback, oil’s influence on the broader market, and what the coming elections might actually change for investors. They close with an extended football conversation covering trade value, the Seahawks, and what separates elite NFL players.Schedule your free Know Your Risk Review at KnowYourRiskRadio.com
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