The 50% AI Software Crash: Why Wall Street Is Dead Wrong
Stansberry Investor Hour
Stansberry Research
4.3 • 680 Ratings
🗓️ 26 May 2026
⏱️ 55 minutes
🧾️ Download transcript
Summary
In this week's Stansberry Investor Hour, Dan welcomes Bryan Beach back to the show. Bryan is the editor of Stansberry Venture Value and a senior analyst on Stansberry's Investment Advisory.
Bryan kicks things off by discussing the idea of passive investing and how it has changed the way the market is valuated. He says that folks are relentlessly buying the biggest stocks every time they invest in their retirement funds, and they don't even know it. This "irrational indifference" could result in such a high level of volatility that it leads to mass liquidation of stocks. Bryan then talks about Software as a Service ("SaaS") and why artificial intelligence ("AI") isn't going to kill the companies that focus on it. (0:00)
Next, Bryan does a deep dive into Salesforce (CRM) and its business model. Investors thought that AI was going to undermine the company and similar businesses because it offers better efficiency and can be cheaper. However, its software is so embedded in its customers' operations that they don't want to leave it, even if they aren't in love with it. Bryan says that "sticky" companies with models like that are ones you want to look at. (20:14)
Finally, Bryan shares the market sectors he's most interested in right now. He says investors should keep an eye on the conflict in the Middle East. This has created multiple energy investment opportunities in North America, especially in Canada. But in general, it pays to frequently brush up on what's going on in the world to see what new opportunities could arise. And contrary to what you might think, investing isn't an "either/or" matter. If you're focused on long-term investing, you can take advantage of volatility and make options trades. (33:37)
Transcript
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| 0:00.0 | We'll get ready for some extreme volatility in the world. |
| 0:03.4 | That's what we're going to talk about. |
| 0:04.5 | In part, we're going to talk about many things today, but we're going to talk about passive investing, mega-cap gigantic stocks, the potential for the stock market to go to zero. Not kidding. It's a real paper, an academic paper. We're going to talk about that with our guest, Brian Beach. And while I'm thinking about it, |
| 0:22.0 | there is a great webinar with Jonathan Rose on May the 28th. You can sign up for it at volatility |
| 0:27.9 | profit.com. Volatilityprofit.com. If there's one thing you want to know, it's how to handle |
| 0:33.8 | volatility. Because as we're going to talk about with brian beach today you're going to see |
| 0:39.0 | some of it i believe in the next few years in the stock market and it and it could start any time |
| 0:43.8 | as far as i'm concerned i'm not going to pretend to know the schedule it could start tomorrow next |
| 0:48.6 | month next week next year next three or four years but i think's coming. So let's get into that and we'll talk |
| 0:55.7 | about specific stocks and a lot of other stuff with Brian. He's my good friend. I've known him for |
| 1:00.2 | years. So let's do it. Let's talk with Brian Beach. Let's do it right now. |
| 1:13.0 | Brian, welcome back to the show. |
| 1:14.8 | Always a pleasure to talk with you. |
| 1:20.6 | Yeah, Dan, it feels like I was just here, but I guess it's just because I ran into you at a conference last week. |
| 1:24.1 | I wasn't on your show, but it was good catching up and glad to be here. |
| 1:28.4 | Yes, yes, we did attend a little meeting. |
| 1:31.5 | I thought there were a lot of great ideas there. |
| 1:34.4 | I heard some things that blew me away. |
| 1:38.2 | And, you know, some things like everybody wants to talk about AI, |
| 1:39.2 | so that's not unusual. But I felt like I heard things that just I never expected to hear. |
| 1:45.8 | I mean, I just, it was pretty amazing. |
| 1:47.8 | Anyway, yeah, what, what grabbed your attention like that? |
... |
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