April Podcasts: AI Spend, Market Hedges, Gold & Tech Positioning

AI Capex Surge, Bottlenecks, And The Race For ROI

Guests: Amrita Roy and Uttam Dey, Seeking Alpha Analysts

AI investment remains a dominant force, but returns are under increasing scrutiny. Amrita Roy and Uttam Dey explore where capital is actually translating into revenue, highlight bottlenecks in optical networking and memory, and explain why parts of cybersecurity and select AI leaders may still be mispriced.

Avoid S&P + Bonds, Buy Gold + Energy - George Noble

Guest: George Noble, former Fidelity fund manager and hedge fund portfolio manager

George Noble outlines why traditional allocations may be falling short in today’s environment. He makes the case for shifting toward gold, energy, and commodities as inflation hedges, while warning of structural risks in large-cap tech and growing fragility in private credit markets. 

Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market Correction

Guest: Victor Dergunov, Investing Group Leader of The Financial Prophet

Victor Dergunov shares a tactical playbook for navigating a potential downturn. He covers where he’s reducing exposure, how he’s hedging with options, and why he’s rotating into gold miners and energy while maintaining key positions in core tech names.

The Cure For FOMO With Tech Contrarians

Guest: Sara Awad, Investing Group Leader of Tech Contrarians

As enthusiasm around AI continues, Sara Awad breaks down where caution is warranted. She examines supply chain constraints, geopolitical pressures, and why long-term opportunities may lie with companies providing critical infrastructure rather than crowded momentum trades.

These are just a few of the timely conversations featured on our podcasts each month. Explore more episodes to hear how leading investors and analysts are thinking about valuation, risk, and positioning in today’s market.