Episode 80 | AI-Mageddon, Market Sell-Off, SaaS Slump, Gold, and Crypto Volatility
Welcome to Top of Mind with Consilio Wealth!
Hao Dang and Alex Dorell unpack the recent market pullback and rising fears of “AImageddon” as AI-related stocks face new scrutiny. They explore whether this volatility signals deeper trouble or simply a shift from hype to profitability in the AI trade.
The conversation also covers sharp sell-offs in SaaS, travel, and financial data companies, along with big swings in gold, silver, and crypto. Are these true safe havens — or just momentum trades fueled by speculation?
We discuss:
➡️ The tech-led market sell-off and spike in volatility
➡️ AI spending concerns at Microsoft, Meta, and other Big Tech firms
➡️ SaaS and service companies under pressure from AI disruption fears
➡️ Job displacement vs. productivity gains from AI
➡️ Gold, silver, and crypto volatility during market stress
➡️ Investor psychology, leverage, and market rotation
Hao Dang and Alex Dorell unpack the recent market pullback and rising fears of “AImageddon” as AI-related stocks face new scrutiny. They explore whether this volatility signals deeper trouble or simply a shift from hype to profitability in the AI trade.
The conversation also covers sharp sell-offs in SaaS, travel, and financial data companies, along with big swings in gold, silver, and crypto. Are these true safe havens — or just momentum trades fueled by speculation?
We discuss:
➡️ The tech-led market sell-off and spike in volatility
➡️ AI spending concerns at Microsoft, Meta, and other Big Tech firms
➡️ SaaS and service companies under pressure from AI disruption fears
➡️ Job displacement vs. productivity gains from AI
➡️ Gold, silver, and crypto volatility during market stress
➡️ Investor psychology, leverage, and market rotation
