The Financial Insights Show

Clients Fear AI More Than War (The Data Proves It)


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Oil just doubled. The VIX is up 80%. Bitcoin is down 22% while gold is up 22%. But none of that is what's keeping clients up at night.

In this episode, Eric and Liam dig into Jump's client sentiment data and uncover a surprising finding: clients are bringing up AI disruption in advisor meetings more than the Middle East conflict, more than oil prices, and more than market volatility. And the kicker? Advisors are actually less effective at calming AI fears than war fears.

In this episode we cover:

  • Year-to-date market performance across major indices, crypto, gold, and the VIX
  • Why oil went from $58 to $91 a barrel in a matter of days
  • The collapse of SaaS stocks and what it signals about AI's disruption of software
  • Client sentiment data: how AI fear and geopolitical fear compare
  • Why advisors leave more sentiment on the table when AI comes up
  • How to reframe fear-based conversations into planning opportunities
  • The Roth conversion play that works best in down markets

...more
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The Financial Insights ShowBy Eric T Ludwig