EPISODE · Jan 6, 2026 · 3 MIN

January 6, 2026

from Gene Peroni's Daily Podcast · host Gene Peroni

I recently presented my observation that investor focus may be shifting from digital to analog. I think that is becoming more evident in recent sessions including a day like yesterday. Where we saw a pretty strong rally among the major market indices; but technology which got off to a pretty good start in the morning quickly fizzled and reversed course. So I think the appetite for technology, for AI might be easing here a bit. I don't think it is dwindling or moving into the sunset by any means, but I don't think it is going to be a forefront leadership category as it has been for a number of years...

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