Asset Allocation Bi-Weekly – The AI Arms Race: Navigating the Divide Between Promise and Profit (10/6/25)

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/f8/1c/16/f81c16be-5383-b648-2635-8f42a9cbd9cb/mza_8815220762323864006.jpg/600x600bb.jpg

Confluence Podcasts

Confluence Investment Management

281 episodes

1 day ago

Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, as well as two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays).

Investing

Business

RSS

All content for Confluence Podcasts is the property of Confluence Investment Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

Asset Allocation Bi-Weekly – The AI Arms Race: Navigating the Divide Between Promise and Profit (10/6/25)

Confluence Podcasts

10 minutes

4 weeks ago

Asset Allocation Bi-Weekly – The AI Arms Race: Navigating the Divide Between Promise and Profit (10/6/25)

AI related investments have generated impressive results, but a look at how the big tech firms are channeling their current AI expenditures suggests it might be time for investors to put on the brakes at least a little. Confluence Associate Market Analyst and Certified Business Economist Thomas Wash joins Phil Adler to discuss why.