The conversation also examines the explosive growth of artificial intelligence, the role of large language models (LLMs) in driving demand, and why major technology companies are investing billions to build AI infrastructure. Brian discusses the opportunities and risks associated with this trend, including concerns about rising debt among hyperscale technology companies and the concentration of demand among a relatively small number of AI firms. If those companies struggle or fail, what could that mean for investors and the broader market? It’s a timely discussion on balancing opportunity and risk while maintaining a sound, long-term investment strategy.