[Podcast] Todd & Jeff Fischer Discuss the AI-Driven Market
How long-term investors should be thinking about AI impacts
My friend Jeff Fischer (@optionwell on X) rejoined me the Flyover Stock podcast to discuss how we’re both thinking about today’s market from a long-term investor’s perspective.
Among other topics, we discussed:
Comparing the AI boom to the Dotcom boom
AI’s existential impact on businesses and the economy
How AI is impacting software moats
The AI capital cycle and why it might go on for longer than some expect.
Frankly, this discussion could have gone on much longer and I had more topics to discuss than we could get to in the time allotted. I’ll be sure to have Jeff back soon.
I hope you enjoy this discussion with Jeff.
Stay patient, stay focused.
Todd
Todd Wenning is the founder of KNA Capital Management, LLC, an Ohio-registered investment advisor that manages a concentrated equity strategy and provides other investment-related services.
At the time of publication, Todd, his immediate family, and/or KNA Capital Management, LLC and its clients did not own shares of any company mentioned. On the podcast, Todd or Jeff, their immediate families, KNA Capital Management and/or its clients may own shares of companies discussed.
Please see important disclaimers.