AI Growth, ETF Gold Rush, and the Big Tech Balancing Act
Update: 2025-08-11
Description
This week on The Big Skinny, Lou Basenese is joined by Daniel Turner of PowerTheFuture.com for an unvarnished take on AI and the energy markets, as well as John Tinsman of AOT Invest to break down the strategy behind their flagship AOT Growth and Innovation ETF (AOTG). Also in the mix: AI growth and which stocks are actually delivering, perspective on Big Tech’s outsized weightings, the GLP-1 drug craze and its market impact, bulk market signals, and the key takeaways from Q2 earnings season that could shape your next trade.
From portfolio pitfalls to sector surges, this episode delivers facts, forecasts, and the edge you won’t get from CNBC. Plug in and level up.
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