60. Bull Market or AI Bubble? How to Invest When Hype Meets Reality | From the Trenches with James Boyle

Is the AI revolution the next dot-com boom-or the start of something even bigger? From tech valuations that seem sky-high to investors leveraging risk assets at record levels, Richard Taylor - dual U.K./U.S. citizen and Chartered Financial Planner – is joined by James Boyle – Lead Financial Planner at Plan First Wealth – explore whether this moment mirrors past cycles of transformational technology, over investment, and inevitable correction-from railways to electricity to the internet. Richard and James compare today’s “AI megatrend” with historical booms and discuss the key differences this time around, including the profitability of the companies leading it. They also outline practical steps for investors-especially those at or near retirement weather potential volatility and avoid emotional, short-term decisions.   In this episode, they discuss: • Whether the current market surge signals a bubble or a paradigm shift. • What history’s great investment manias teach us about the AI boom. • How to distinguish long-term investing from short-term speculation. • The importance of asset allocation, diversification, and “sequence of returns” planning. • Why investor psychology-not just market fundamentals-drives crashes. More about We’re The Brits In America: With the right financial advice, landmines that threaten expat wealth can be avoided. Often encountered by U.S. -connected expats, these financial landmines are more numerous, more hazardous, and less understood than almost anywhere else in the world. As a result, non-cross-border professionals, wealth advisors, and even international advisors are often unaware of them. But don’t worry, We're The Brits In America has you covered.  We're The Brits In America is dedicated to helping ambitious U.S.-connected expats and immigrants navigate those challenges - and thrive. Whether you’ve moved to the U.S. for opportunity or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. -- We're The Brits In America is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas. We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges — and thrive. Whether you’ve moved to the US for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed.     If you’re enjoying the show, please consider leaving a 5-star rating and review to help the mission, which is to help expats and immigrants thrive in America. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn.