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Episode 177: From Tailwind To Headwind: How AI Shook Stocks
Markets don’t fear innovation; they fear paying too much for it without proof. We dig into why stocks whipsawed to start 2026, how a string of data points moved sentiment, and where the AI narrative flipped from easy tailwind to hard questions about ROI, competition, and disruption risk. From softer retail sales to steadier jobs, from chip margin pressure to mortgage rates slipping below six percent in some regions, Greg connects the dots between headlines and the tape so you can separate noise from signal.
We walk through the mechanics of the AI repricing: giant CapEx plans that once…
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