Q&A: Are AI Stocks About to Crater?

Afford Anything | Make Smart Money Choices

Paula Pant | Cumulus Podcast Network

Business, Investing, Entrepreneurship

4.7 • 3.6K Ratings

🗓️ 3 February 2026

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

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Summary

#686: Rachel: Rachel is new to investing and has noticed the stock market being dominated by AI companies. She wants to make sure her portfolio is balanced without overexposing herself.Should she rethink her index fund strategy to protect against a potential AI bubble? Sarah: Sarah just turned 65, owns her home outright, and has been relying on credit cards since losing her job last year. She’s weighing whether to claim Social Security now, pay off debt, remodel her home, or convert her traditional IRA to a Roth.How should she prioritize these major financial moves while balancing income, debt, and retirement accounts? Anonymous “Julie”: This listener is on COBRA after her spouse took a federal buyout and is exploring starting a small business with her two young kids to teach them entrepreneurship.Will employer-provided health insurance fade away, and how can she test business ideas before fully committing? Resources Mentioned: Books: So Good They Can't Ignore You by Cal Newport The E-Myth by Michael Gerber Traction by Gino Wickman The Lean Startup by Eric Ries Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey, Joe, look what I got.
0:02.1	Bubbles.
0:02.8	Bubbles.
0:03.6	For those of you listening via audio, I am literally blowing bubbles right now.
0:08.5	And you know why?
0:09.7	I don't know.
0:11.2	Because it's a celebration.
0:14.4	Because it's a celebration, but also because everyone wants to know, is this a bubble?
0:20.1	Is this an AI bubble? Okay, I didn't see that coming.
0:25.2	And by the way, it may be an AI bubble because I shouldn't admit this, but this isn't even me.
0:30.5	I just set my AI personality along today. Oh, this is AI Joe. This is AI Joe. Chat GP Joe.
0:37.6	Real Joe can't be bothered.
0:40.7	All right.
0:41.5	So we're going to tackle the question today.
0:45.2	Are we in an AI bubble?
0:46.8	What should investors, particularly new investors?
0:50.1	What should they do?
0:50.8	How should they be thinking?
0:52.0	You know, the start of the year is when a lot of new
0:54.3	people began investing. People who set the New Year's resolution of this is the year I'm going to
0:59.5	finally max out my Roth IRA. This is the year that I'm finally going to hit my 401k match. Like a lot of
1:06.4	people set New Year's resolutions. So this is a new investor time of year. And we're going to dive right in
	...

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