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

EPISODE · Jan 12, 2026 · 8 MIN

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.

What this episode covers

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.

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

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Frequently Asked Questions

How long is this episode of Confluence Podcasts?

This episode is 8 minutes long.

When was this Confluence Podcasts episode published?

This episode was published on January 12, 2026.

What is this episode about?

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...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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