On today’s Talk Your Book, we speak with Ryan Issakainen fro, First Trust about investing in the buildout of a new power grid, AI bottlenecks, data centers, thematic ETFs and more.

On today’s show we discuss why diversification is working again, how AI is creating more winners and losers in the stock market, why the Mag 7 is underperforming, the triple-digit club, why investors are holding more cash, rich people who complain too much, what makes America great, AI is disrupting self help books, the World Cup and more.

On today’s Talk Your Book we speak with Dr. Ankur Crawford from Alger about what everyone is getting wrong about the AI trade, why this technology is different, letting the market tell you if you’re wrong or right and how to manage a concentrated portfolio of stocks.