Confluence Podcasts
Confluence Podcasts
Confluence Investment Management
Asset Allocation Bi-Weekly – America’s AI Buildout and Its Market Risks (1/12/26)
8 minutes Posted Jan 12, 2026 at 1:29 pm.
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The enormous investment in data centers to support AI development has carried the S&P 500 index to record highs. The index rose more than 16% last year, but this same investment surge may have created some market risks. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler to discuss how long this massive investment may continue and what might happen to the broader economy when it ends.