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
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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