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AI investing in 2026: Volatility, valuations, adoption, and risks
Youtube· 2025-12-28 11:01
Ted, always great to see you. So maybe start on a high level, Ted. You know, we look at the tech sector, the AI trade and trend as you know here, big winner in 2025.I guess now what, Ted. What do we expect in 2026. What do you think riskreward looks like given where where valuations are at.>> Well, Josh, happy new year by the way, and thanks for having me. Um, you asked the right question and right now I think if you look at 26, we're going to have a tremendous amount of volatility. The AI trade is very wel ...