September’s Monthly Podcast replay is now live in our online community here.
Join our online community here (free) and watch the replay along with all other replays.
Did you know AI companies are hiding debt off their balance sheets?
Is the AI boom becoming an AI bubble?
What should investors make of AI insiders publicly sounding alarms about the future of AI?
Publicity stunt or real news?
In our latest monthly podcast, we have plenty to talk about:
- Why is Oracle down ~50% over the past year?
- Ray Dalio is warning about an AI bubble.
- AI insiders are publicly raising alarming concerns.
- AI still has a data problem.
We dig into all of it, and wherever else the conversation takes us.
Here’s an outline of the podcast.
- 00:00 Opening and Reflection
- 02:03 Free Stock Picks Friday
- 03:04 Rankings and Trainings
- 05:31 Oracle Earnings Red Flags
- 10:03 Ray Dalio on AI Bubbles
- 11:49 AI Fearmongering and IPO Hype
- 15:15 Compute Reset Wall Risks
- 17:37 Why Frontier AI Struggles
- 23:30 Free Stock Picks Live
- 29:04 Wrap Up and Next Training
This month’s podcast originally aired live on September 11, 2026.
This article was originally published on September 11, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
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