In This Episode

Programming note: This episode is a quick interruption to our 5-part Cyber Scam Mini-Series—we’ll jump right back into it next week.

Is today’s AI boom just dot-com all over again—or something entirely different? Tyler Hafford and PFA’s Chief Investment Officer, Sam Chaplin, dig into what’s hype, what’s real, and what long-term investors should watch: Piece by piece, they compare the details of the rise of artificial intelligence agents to the investment bubble of the 1990s known as the Dot Com Boom. Tyler and Sam go over the similarities and many differences between the two events in hopes of answering the foremost question of the time: Concerning AI, are we in a bubble?

YOU’LL LEARN:

• How today’s AI leaders differ from 90s dot-com darlings

• Why adoption curves (and capital needs) change the game

• Where risks lurk: concentration, regulation, and FOMO

• Timeless takeaways: diversification, discipline, long-view thinking