Asset Allocation Bi-Weekly – America’s AI Buildout and Its Market Risks (1/12/26)

from Confluence Podcasts · host Confluence Investment Management

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.

Episode metadata supplied by the publisher feed · Published Jan 12, 2026

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Asset Allocation Bi-Weekly – America’s AI Buildout and Its Market Risks (1/12/26)

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