Examining the AI Bubble: Opportunities and Risks Ahead

Описание: Join us on Zephyr's Adjusted for Risk Podcast, hosted by Ryan Nauman, Market Strategist at Zephyr. In this episode, we delve into the financial markets and investment landscape of 2025 and look ahead to 2026 with industry expert Jim Besaw, Founding Principal and Chief Investment Officer at GenTrust. Jim shares his insights on the impact of AI on markets, the dynamics of the US dollar, and advancements in wealth management tools. Listen as we discuss the high concentration of AI-focused names in portfolios, strategies to mitigate risk, and ways to manage large capital gains. Whether you're an investment professional or just interested in the future of financial markets, this episode offers valuable perspectives and strategies to help navigate 2026. Tune in and get informed!

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Learn more about GenTrust: https://gentrustwm.com/

00:00 Introduction and Welcome
01:06 Guest Introduction: Jim Besaw
01:34 Gent Trust Overview
02:26 2026 Market Outlook
07:06 AI's Impact on Markets
11:39 Managing AI Exposure and Risks
22:41 Innovations in Wealth Management
25:28 Final Thoughts and Conclusion

Connect with Ryan Nauman:

LinkedIn: Ryan Nauman:   / ryannauman1  
X: Ryan Nauman:   / lktahoebadger