The AI Trade Isn't Over | Why Selling Now Is a Mistake

Markets are choppy, nerves are fraying, and the AI trade just can’t seem to catch a break. Every rally feels like a head fake, and the cries of an “AI bubble” are getting louder. In this episode of Being Exponential, we confront the doubt head-on — should we actually be worried, or is this exactly what an exponential transition is supposed to feel like?We zoom out for a macro check-in, digging into the latest economic signals: the November Jobs Report, a CNBC survey pointing to slower consumer spending, and a Fortune article highlighting Gen Z fatigue and the rise of a new term — “quiet cracking.” Are these early warning signs… or just growing pains? And what does all of this say about the odds of a 2026 recession?Then we turn to the Federal Reserve, where plenty of gossip is swirling about who might become the next Chair. Does it even matter? Where are interest rates headed in 2026 and beyond — and how does that ripple into real, actionable names like Opendoor, one of the show’s longtime favorites?We also zero in on Gen Z, unpacking the four key behaviors shaping how this generation is responding to today’s economy — and why those moves could have major implications for markets going forward.From there, we look to the sky. Space stocks have been quietly outperforming while much of the market struggles. After last week’s discussion on orbital compute, we ask the big question: Is 2026 finally the breakout year for space?And finally, we wrap with a tale of two alternatives. Gold is soaring. Crypto is breaking out. We’ve been bullish on both — and we’ll share how we’re thinking about each as we head toward 2026.If you’re trying to make sense of uncertainty, volatility, and where the next exponential opportunities might emerge, this episode is for you.

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