AI & the Markets
How artificial intelligence is reshaping investing, advice, and the businesses you own.
AI is the biggest investing story of the decade. These episodes look at how AI is changing financial advice, what it means for index concentration, and how to think about investing in AI itself without chasing the hype.
- 1Ep. 102May 30, 2023
AI and the Evolution of Financial Advice with Michael Kitces [LIVE]
Michael Kitces is one of the industry’s leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth Management EDGE, Michael explains the evolution of financial advice and how AI might impact the profession going forward.
- 2Ep. 105Jun 20, 2023
How Will AI Impact Your Portfolio?
Retail investors are often curious about various aspects of AI, especially regarding its potential impact on the financial markets and investment opportunities. Some common questions asked by retail investors about AI include:
- 3Ep. 142Mar 5, 2024
Why Nvidia’s Boom Isn’t a Missed Opportunity
Welcome to The Long Term Investor, a proud member of the Retirement Podcast Network.
- 4Ep. 220Sep 3, 2025
Can AI Keep Driving the Stock Market Higher? Callie Cox Explains
In this episode, I welcome back Callie Cox, Chief Market Strategist at Ritholtz Wealth Management and author of the excellent Substack, OptimistiCallie. Callie and I dig deep into the tension between Wall Street’s excitement around AI and the more fragile reality of today’s economy.
- 5Ep. 242Feb 4, 2026
How to Think About Investing in AI
In this episode, I’m going to separate two ideas people accidentally glue together:
- 6Ep. 279Oct 21, 2026
Morgan Housel on Building Wealth, Spending Well, and Knowing What’s Enough
Having more money doesn’t automatically make financial decisions easier. Morgan Housel, author of "The Psychology of Money", joins me for a live conversation about building wealth, spending well, and knowing when you have enough. We also explore his views on AI, government debt, and the future of financial advice.
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