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

EPISODE · Oct 6, 2025 · 10 MIN

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

from Confluence Podcasts · host Confluence Investment Management

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.

What this episode covers

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

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Frequently Asked Questions

How long is this episode of Confluence Podcasts?

This episode is 10 minutes long.

When was this Confluence Podcasts episode published?

This episode was published on October 6, 2025.

What is this episode about?

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...

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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