Episode 80 | AI-Mageddon, Market Sell-Off, SaaS Slump, Gold, and Crypto Volatility

Written By Consilio Wealth Advisors

Description:
Hao Dang and Alex Dorell unpack the recent market pullback and rising fears of “AImageddon” as AI-related stocks face new scrutiny. They explore whether this volatility signals deeper trouble or simply a shift from hype to profitability in the AI trade.

The conversation also covers sharp sell-offs in SaaS, travel, and financial data companies, along with big swings in gold, silver, and crypto. Are these true safe havens — or just momentum trades fueled by speculation?

We discuss:
➡️ The tech-led market sell-off and spike in volatility
➡️ AI spending concerns at Microsoft, Meta, and other Big Tech firms
➡️ SaaS and service companies under pressure from AI disruption fears
➡️ Job displacement vs. productivity gains from AI
➡️ Gold, silver, and crypto volatility during market stress
➡️ Investor psychology, leverage, and market rotation

Consilio Wealth Advisors

Consilio Wealth Advisors is a leading wealth management firm that serves tech executives, primarily at the large public tech companies in the US. We help hundreds of families build and maintain financial independence, and we assist many families who are fully retired well before age 65.

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Episode 81 | AI Disruption or Overhype? Big Tech Selloff, Small Cap Surge & The Tariff Reversal
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Episode 79 | A Wild and Wacky Start to 2026. Markets, Tariffs, and the Return of Volatility