Latest / Payne Points of Wealth

AI Mania 2.0: How Much Further Can This Run? | Ep. 249
AI valuations are soaring, semiconductor stocks are surging again, and investors are asking the inevitable question: How much longer can this bull market run?
In this episode of Payne Points of Wealth, Bob, Ryan, and Chris compare today’s AI-driven rally with the late-1990s tech boom. They examine the risks behind massive AI spending, lofty valuations, increasing corporate debt, and rising global interest rates—while explaining why strong economic growth and record earnings could continue driving stocks higher.
The Paynes also discuss why chasing the hottest investments can backfire, how…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.