In this episode of Gimme Some Truth, we explore the massive shift happening in the markets. For over a decade, Growth stocks have dominated, but Artificial Intelligence might be the very catalyst that brings Value Investing back to the forefront.

We break down the "AI Build-out" and why sectors typically labeled as "Value"—like Energy, Utilities, and Industrials—are becoming the backbone of the AI revolution. If you are worried about S&P 500 concentration risk and being too heavy in Big Tech, this episode is a must-watch.

What we cover in this episode:

- The Growth vs. Value Trade: Why the tide is turning after 15 years.

- AI Disruption: How AI is actually challenging the valuation of traditional growth companies.

- Concentration Risk: The dangers of a tech-heavy portfolio in today's market.

- The AI Infrastructure Play: Which value sectors stand to gain the most from the AI build-out.

- Market History: Lessons from past bubbles (2000, 2008) and how they apply to the AI boom.

Don't let recency bias dictate your strategy. We discuss why now is the time to review your portfolio and ensure you aren't over-exposed to a single trade.

🕒 Timestamps:

00:00 Value vs Growth Returns01:22 AI Shakes Up Markets01:59 Hazel AI Fintech Example03:43 S&P 500 Concentration Risk06:02 Data Centers Favor Value07:12 Jobs Fed and Deflation10:44 Valuations Small Caps13:51 Index Funds Need Rebalance17:27 Pasta Picks Break20:21 Diversify Before Storms21:24 Disclosures and Outro#ValueInvesting #GrowthStocks #AIInvesting #StockMarket2026 #PortfolioDiversification #TechBubble #S500 #FinancialAdvice #GimmeSomeTruth #MarketRotation #ValueVsGrowthSubscribe @walknercondon Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

#ValueInvesting #GrowthStocks #AIInvesting #StockMarket2026 #PortfolioDiversification #TechBubble #S500 #FinancialAdvice #GimmeSomeTruth #MarketRotation #ValueVsGrowth

Subscribe @walknercondon

Visit our website for more financial planning resources and educational information: https://www.walknercondon.com

————————————————

ADD US ON:

LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc

Facebook: https://facebook.com/walknercondon