The AI boom is driving massive investments in semiconductor chips, data centers, and power infrastructure. But how sustainable is this growth, and could the excitement surrounding AI be getting ahead of itself?

On Episode 16 of the J&J Show, Josh Yoskosky, Joe Simon, and special guest Nick Frasse break down the AI boom, the infrastructure fueling its growth, and the question investors are asking: Are we witnessing a lasting transformation or the makings of a bubble?

🎙️ Watch the latest episode to hear their perspective.

👍 Like, comment, and subscribe for more conversations on markets, investing, and the forces shaping the economy.

#JJShow #ArtificialIntelligence #AI #Investing #DataCenters #Semiconductors

Disclaimer 1

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Disclaimer 2

Nick Frasse and VanEck is not affiliated with or endorsed by LPL Financial and YTS Wealth Management.

The fast price swings in commodities will result in significant volatility in an investor’s holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Hosts Josh Yoskosky and Joe Simon welcome special guest David Waugh, Associate Portfolio Manager, to Episode 15 of the J&J Show for a wide-ranging conversation covering some of the biggest trends impacting markets and the economy.

They dive into how AI is driving copper demand, the impact of de-dollarization, El Niño and its potential effects on crops, and whether coffee prices could continue to rise. ☕️📈

🎥 Tune in to Episode 15 of the J&J Show!

#YTSWealthManagement #JJShow #Investing

Disclaimers:

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

David Waugh and Neuberger is not affiliated with or endorsed by LPL Financial and YTS Wealth Management.

The fast price swings in commodities will result in significant volatility in an investor’s holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

In this episode of The J&J Show, Josh Yoskosky and Joe Simon are joined by Sonali Basak, Chief Investment Strategist at iCapital, for an insightful conversation on today's investing landscape, market trends, and the factors shaping the economy.

From navigating market uncertainty to understanding long-term investing, Sonali shares valuable perspectives for investors looking to stay informed and focused.

Whether you're a seasoned investor or just getting started, this episode offers practical insights to help you better understand today's financial markets.

👍 If you enjoyed this episode, be sure to like, subscribe, and turn on notifications so you never miss a new conversation.

#TheJJShow #Investing #Markets #Finance #WealthManagement #Podcast #iCapital

The opinions expressed in this material do not necessarily reflect the views of LPL Financial.

The prices of small cap stocks are generally more volatile than large cap stocks. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.