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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
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Tuesday Jan 27, 2026
Tuesday Jan 27, 2026
On today’s show we welcome special guest, Gabelli Portfolio Manager John Belton. Gabelli is a globally diversified, research-driven financial services firm with extensive investment offerings.
On the show we discuss:
- Which segment of the AI value chain faces the best prospects
- Whether large language models face the risk of commoditization
- If AI will kill software and SaaS companies
- Whether we should be concerned about valuations within AI
- And more!
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