Episode Details
Back to EpisodesAsset Allocation Bi-Weekly – America’s AI Buildout and Its Market Risks (1/12/26)
Episode 290
Published 6 months, 1 week ago
Description
The enormous investment in data centers to support AI development has carried the S&P 500 index to record highs. The index rose more than 16% last year, but this same investment surge may have created some market risks. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler to discuss how long this massive investment may continue and what might happen to the broader economy when it ends.