Market Volatility & the AI Narrative

This week, we’re celebrating Family Gras weekend in New Orleans and our 200th episode! Doug and Greg delve into the recent volatility in the stock market, particularly concerning technology companies, and how AI efficiency is benefiting old-school industries.

Key Takeaways

[00:17] - Kicking off Family Gras weekend in New Orleans

[01:25] - Market volatility and a sentiment shift

[05:09] - How AI efficiency benefits old-school businesses

[09:05] - The narrative around AI-related companies

[13:50] - Monitoring the potential for military movement in Iran

View Transcript

Links

Zaccardi: OBBBA effectively juiced what was already a capex bubble

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Doug Stokes

Greg Stokes

Stokes Family Office

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