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What The Roaring 1920s Teach Us About Today’s AI Rush
June 1, 2026 | Season 8 | Episode 17
AI is moving faster than most of us can comfortably process, and markets are pricing that speed in real time. We take a sober look at the artificial intelligence boom, the surge in chip stocks, and what happens when portfolios quietly tilt too far toward one story. Along the way, we anchor the excitement to something investors can actually use: historical perspective, market structure, and practical asset allocation decisions.
We rewind a full century to the Roaring 1920s and the wave of disruption from cars, mass electrification, and radio. The lesson isn’t that change is painless, it’s that new technology tends to build entire ecosystems of jobs, businesses, and productivity, even while it wipes out older industries. That same push-pull is showing up today as AI tools rewrite workflows, data centers scale up, and regulators scramble to catch up.
Then we zoom back into the present: why market leadership rotates, how narrow market breadth can be a warning sign, and why IPO hype can distort fundamentals. We dig into bubble talk with SpaceX-style valuation math, track key headlines around NVIDIA’s push toward the AI PC, and highlight an “AI adjacent” opportunity in energy through SLB’s digital strategy and its partnership with NVIDIA. We close with a global reality check: the UK bond market and rising gilt yields as a reminder that debt, confidence, and politics can move interest rates fast.
If you want clearer thinking in noisy markets, listen now, then subscribe, share the show with a friend, and leave a review so more investors can find it.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern
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By Keith Lanton
5
22 ratings
June 1, 2026 | Season 8 | Episode 17
AI is moving faster than most of us can comfortably process, and markets are pricing that speed in real time. We take a sober look at the artificial intelligence boom, the surge in chip stocks, and what happens when portfolios quietly tilt too far toward one story. Along the way, we anchor the excitement to something investors can actually use: historical perspective, market structure, and practical asset allocation decisions.
We rewind a full century to the Roaring 1920s and the wave of disruption from cars, mass electrification, and radio. The lesson isn’t that change is painless, it’s that new technology tends to build entire ecosystems of jobs, businesses, and productivity, even while it wipes out older industries. That same push-pull is showing up today as AI tools rewrite workflows, data centers scale up, and regulators scramble to catch up.
Then we zoom back into the present: why market leadership rotates, how narrow market breadth can be a warning sign, and why IPO hype can distort fundamentals. We dig into bubble talk with SpaceX-style valuation math, track key headlines around NVIDIA’s push toward the AI PC, and highlight an “AI adjacent” opportunity in energy through SLB’s digital strategy and its partnership with NVIDIA. We close with a global reality check: the UK bond market and rising gilt yields as a reminder that debt, confidence, and politics can move interest rates fast.
If you want clearer thinking in noisy markets, listen now, then subscribe, share the show with a friend, and leave a review so more investors can find it.
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **
To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-form
Follow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern