In this episode, Jordan McFarland, CFP® and Mac McDonald, CFA break down current market predictions, the impact of AI investments, and whether today’s AI boom mirrors the dot-com bubble of the early 2000s.

They explore what’s driving valuations, how market fundamentals compare, and why many investors are showing strong conviction in long-term themes like AI and private markets.

Chapters

00:00 – Market Updates and Historical Trends

02:53 – Recent Travels and Insights from Conferences 05:36 – AI Investments and Market Dynamics

11:01 – Comparing AI Boom to the Dot-Com Bubble

20:05 – Valuations and Market Fundamentals

25:50 – Future Economic Indicators and Market Outlook

To learn more about SageSpring Wealth Partners: www.sagespring.com or email Jordan at [email protected].

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