Confluence Podcasts
Confluence Podcasts
Confluence Investment Management
Bi-Weekly Geopolitical Report – The AI Buildout: Profits, Productivity, and the Risk of Overcapacity (10/12/2026)
8 minutes Posted Oct 12, 2026 at 12:57 pm.
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Investors want to know who will be the ultimate winners from the AI build out. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler to discuss lessons from the internet bubble, which might give us some clues.