Will An Artificial 2025 Lead To A Tangible 2026?

We survived the robot-pocalypse of 2025...might still be coming in 2026 and beyond or...are we about to throw it back, way back, to the GOLD standard? Why AI over-hype in 2025 might have led to a knee-jerk reversion to precious metals in 2026, on our first episode of the year On The Markets!

Kicking off the new year right with Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir to look at:
• The massive run gold and now silver have been on, in the backdrop of potential AI over-spending.
• Trend or not, the money was spent. What impact has AI investment had on GDP?
• What Chris is learning from the 1920s and 1930s market that is ringing even truer today than ever.
• Thoughts on Oil and Bonds as we start the year, and the S&P floating at all time highs...let’s go!

0:00 Intro
6:45 Investment history book Chris has been reading
11:30 Asset performance by class for 2025
14:25 Investor sentiment heading into 2026
15:10 S&P 500 vs Russell 2000 1979-2025
16:44 Interest rates
19:54 What impact has AI investment had on GDP?
21:02 AI not really over-spending in comparison to other historic buildouts
22:16 AI headcount replacement going to be modest?
23:13 You will not believe how much the S&P dominates the global equity market
27:10 What & of companies in US history have actually generated wealth in the market?
31:20 Silver ripping, but why?
47:20 S&P 500 floating high
52:48 Bond market is an ascending wedge




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