Artificial Intelligence in the Financial Planning World

Episode Description:

Season 2 of Bare With Us kicks off with a discussion about one of the most talked-about topics in finance, investing, and business today: Artificial Intelligence.

From headlines about the massive spending on AI infrastructure to eye-popping valuations for companies like OpenAI, Anthropic, and SpaceX, investors are asking an important question: Are we witnessing the next great technological revolution, or are we in the middle of an AI bubble?

In this episode, Mike Robinson, Scott Richardson, and Finn McKay explore what financial professionals mean when they talk about an "AI bubble" and how investors should approach the conversation thoughtfully rather than emotionally. Finn discusses how portfolio managers are evaluating the investment landscape amid unprecedented capital investment, rapidly changing technology, and growing expectations for future profits.

The conversation also examines AI from a financial planning perspective. How should investors think about emerging technologies that may reshape industries, jobs, and markets? What role should AI-related investments play in a diversified portfolio? And how do long-term financial plans remain grounded when the pace of innovation seems to be accelerating?

As always, the discussion goes beyond the headlines, bringing together perspectives from portfolio management, investment strategy, and financial planning to help listeners better understand the opportunities, risks, and uncertainties surrounding AI.

Whether you're excited about the future of artificial intelligence, concerned about market valuations, or simply trying to separate hype from reality, this episode offers a balanced and practical perspective on one of the defining investment stories of our time.