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Ep 42: The AI Gold Rush: Boom, Bubble, or Both?
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Trillions are pouring into AI, but where does the real value live—and who gets left behind?
We sit down with Chief Economist and EVP Research at Centurion Asset Management, Carl Gomez to unpack the economic engine behind the AI surge, from the debt and equity financing that fuels data centers to the market incentives forcing CEOs to overhaul their playbooks.
The story goes far beyond gadgets and hype: AI spending is now a visible pillar of U.S. growth, reshaping capital flows, valuations, and how firms hire, train, and compete.
We dive into the market split where companies with credible AI strategies pull ahead while “old world” models face compression. Carl explains how automation is erasing classic entry-level tasks—building models, drafting memos, cleaning data—squeezing the on-ramp for young workers and widening the gap between those who can orchestrate AI and those unable to translate business needs into machine-executable steps.
We explore whether this productivity is new value or a transfer from wages to capital, and what that means for labor market mobility, training, and pay.
Zooming out, we connect AI infrastructure to geopolitics: the U.S.–China tech race, chip supply chains, and the policy shockwaves from tariffs and trade realignments.
We discuss why bond yields have reacted to shifting confidence in the dollar, why gold catches a bid when reserve-currency nerves flare, and how alliances and export controls shape who owns compute and where returns accrue.
Through it all, one theme holds: communication, judgment, and trust still decide outcomes. The edge isn’t just code—it’s the human ability to frame problems, persuade stakeholders, and integrate tools into real workflows.
If you’re trying to understand where the opportunities hide, how risks stack up, and what skills matter most, this conversation offers a practical roadmap.
Listen, share your take, and help others find the show—subscribe, leave a review, and tell a friend what stood out to you.
Quick heads up this episode was recorded on February 17, 2026 so while the news may have changed since this conversation was recorded the thoughts and ideas still remain relevant.
Also everything we talk about in this episode is for educational purposes only and its not financial advice.
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By Julia PennellaSend us Fan Mail
Trillions are pouring into AI, but where does the real value live—and who gets left behind?
We sit down with Chief Economist and EVP Research at Centurion Asset Management, Carl Gomez to unpack the economic engine behind the AI surge, from the debt and equity financing that fuels data centers to the market incentives forcing CEOs to overhaul their playbooks.
The story goes far beyond gadgets and hype: AI spending is now a visible pillar of U.S. growth, reshaping capital flows, valuations, and how firms hire, train, and compete.
We dive into the market split where companies with credible AI strategies pull ahead while “old world” models face compression. Carl explains how automation is erasing classic entry-level tasks—building models, drafting memos, cleaning data—squeezing the on-ramp for young workers and widening the gap between those who can orchestrate AI and those unable to translate business needs into machine-executable steps.
We explore whether this productivity is new value or a transfer from wages to capital, and what that means for labor market mobility, training, and pay.
Zooming out, we connect AI infrastructure to geopolitics: the U.S.–China tech race, chip supply chains, and the policy shockwaves from tariffs and trade realignments.
We discuss why bond yields have reacted to shifting confidence in the dollar, why gold catches a bid when reserve-currency nerves flare, and how alliances and export controls shape who owns compute and where returns accrue.
Through it all, one theme holds: communication, judgment, and trust still decide outcomes. The edge isn’t just code—it’s the human ability to frame problems, persuade stakeholders, and integrate tools into real workflows.
If you’re trying to understand where the opportunities hide, how risks stack up, and what skills matter most, this conversation offers a practical roadmap.
Listen, share your take, and help others find the show—subscribe, leave a review, and tell a friend what stood out to you.
Quick heads up this episode was recorded on February 17, 2026 so while the news may have changed since this conversation was recorded the thoughts and ideas still remain relevant.
Also everything we talk about in this episode is for educational purposes only and its not financial advice.