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Hello, everyone, and welcome to this episode of Finance You. I'm your host, Chris Martinson, and I'm back with Paul Kiker of Kiker Wealth Management. Hey, Paul, we were having a rocking good conversation there before we hit the record button, weren't we? We sure were. We sure were. That was enjoyable. Well, I'm glad to see we're both smiling because there were some parts of that. So let's get right to it, everybody. Paul, a couple things on my plate today. I don't know what's on yours, but I want to talk about the AI bubble because we have some new creaking and popping sounds coming out of that. And then there's this whole concept of sort of maybe not America first. I feel like there's a really powerful thing going on where it

feels like a lot of Americans are saying they feel abandoned now. They feel unrepresented. And the

reason that's important to me, from an economic, a portfolio standpoint, is that Bacent and Trump are

attempting to do something really magnificent by their own words. They're going to reshape the

global architecture of international trade in the United States. to do something really magnificent by their own words. They're going to reshape the global

architecture of international trade in the United States position in that. Well, to do that, I would

submit you need strong support, political support back home, and I'm seeing that fray right now,

and I think that has consequences. Because when you're trying to do something that ambitious,

you really need things to go very, very well. And I'm worried we don't have the

substrate for that. Well, correct, correct. There's too much. The division's continuing

and the bitterness back and forth between the parties that he needs, even within his own party,

to help, is ratcheting up.

Well, let's turn now to this AI bubble real quick. So I came across this quote from

Benjamin Anderson writing economics and the public welfare a long time ago. And he said,

...