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

Confluence Podcasts
06/10/2025 10 min Episodio 275
Asset Allocation Bi-Weekly – The AI Arms Race: Navigating the Divide Between Promise and Profit (10/6/25)

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Episode Synopsis


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.

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