Episode 81 | AI Disruption or Overhype? Big Tech Selloff, Small Cap Surge & The Tariff Reversal

Description:

Chris Kaminski returns with Hao Dang to unpack the growing fear around AI replacing white-collar jobs. From the viral Matt Schumer article to bold predictions of widespread automation, they break down what’s real, what’s hype, and what it could mean for professionals and the broader economy.

They also dive into the sharp selloff in Big Tech and SaaS stocks, the surprising strength in small caps and international markets, and whether true market rotation is finally underway. The episode wraps with a discussion on the Supreme Court striking down tariffs and who ultimately pays the cost.

We discuss:
➡️ AI and the future of white-collar work
➡️ Big Tech selloffs and SaaS stock declines
➡️ Small-cap and international outperformance
➡️ Entrepreneurship and the AI startup surge
➡️ Tariffs, inflation, and corporate margins