October 19, 2026 - Believing AI will change the world is one thing. Knowing which stocks will reward investors is another. Zach Abraham and Chase Taylor explain why they can be enthusiastic about the technology while questioning whether today’s AI infrastructure winners belong in a buy-and-hold portfolio.
CoreWeave brings that tension into focus: strong demand for computing power can coexist with expensive borrowing and a fragile business model. Zach and Chase discuss why they favor trading parts of the AI buildout, what makes biotech a different long-term proposition, and the danger of buying the next Cisco while expecting the next Microsoft.
They also debate billionaire stock gifts, corporate taxes and government spending before examining why longer-dated oil prices are putting more pressure on an Iran resolution.
Schedule your free Know Your Risk Review at KnowYourRiskRadio.com
Podden och tillhörande omslagsbild på den här sidan tillhör
Know Your Risk Radio. Innehållet i podden är skapat av Know Your Risk Radio och inte av,
eller tillsammans med, Poddtoppen.
