How to Think About Investing in AI
Wed Feb 04 2026
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AI is turning into a real capital cycle, with trillions of dollars of infrastructure and investment flowing into the buildout. That economic story matters, but it doesn't automatically translate into easy stock-market winners. In this episode, I walk through a simple way to think about AI exposure inside a long-term portfolio without letting a powerful narrative push you into a concentrated bet.
Listen now and learn:
► Why the "AI is real" story can be true even when the market feels messy
► The hidden trap that turns big technological shifts into disappointing investment outcomes
► A practical framework for thinking about AI exposure that doesn't require picking the long-term winners
► How to pressure-test your portfolio so AI excitement doesn't break your plan when conditions change
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
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You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy-to-digest email. Sign up for my newsletter. ----- AI is turning into a real capital cycle, with trillions of dollars of infrastructure and investment flowing into the buildout. That economic story matters, but it doesn't automatically translate into easy stock-market winners. In this episode, I walk through a simple way to think about AI exposure inside a long-term portfolio without letting a powerful narrative push you into a concentrated bet. Listen now and learn: ► Why the "AI is real" story can be true even when the market feels messy ► The hidden trap that turns big technological shifts into disappointing investment outcomes ► A practical framework for thinking about AI exposure that doesn't require picking the long-term winners ► How to pressure-test your portfolio so AI excitement doesn't break your plan when conditions change Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.