Asset Allocation Bi-Weekly – China’s Threat to the AI Investment Boom (8/17/26)

from Confluence Podcasts · host Confluence Investment Management

Investors worried about a possible AI bubble can point to a number of reasons, including rising valuations and debt. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss another concern, China's threat to the AI investment boom.

Episode metadata supplied by the publisher feed · Published Aug 17, 2026

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Asset Allocation Bi-Weekly – China’s Threat to the AI Investment Boom (8/17/26)

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