What happens when the tech industry's massive investments in AI collide with the reality of generating profits? This week, special guest Bob Weiss (formerly Heritage Financial's CIO, now with Savant Wealth Management) joins the show to discuss his new focus on Ultra High Net Worth and Family Office investing, and the truth about value creation in private equity.

We also break down the post-election market reaction, the rollercoaster ride of the 10-year Treasury yield, and the "AI Paradox"—exploring whether the trillions of dollars pouring into artificial intelligence will lead to a massive productivity boom or an over-invested tech bubble. Plus, a preview of our upcoming Book Club discussion on Money to Burn.

Topics covered:

- Bob Weiss's new focus on Ultra High Net Worth and Family Office investing

-The truth about Private Equity: Manager dispersion and real value creation

-Post-election market recap (US, Global, and Emerging Markets)

-The rollercoaster of the 10-year Treasury yield and bond market appeal

The "AI Paradox": Will the trillions invested lead to a productivity boom or an over-invested tech bubble?

Book Club update: Money to Burn (Leon Black and Apollo Global Management)

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