Episode 390: The "AI Bubble" and Stock Market Concentration

This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision making from Three Canadians. We're hosted by me, Benjamin Felix, Chief Investment Officer, Dan Bordelotti, portfolio manager, and Ben Wilson, head of M<unk>A at PWL Capital. Happy New Year, everyone. Yeah, welcome to the first episode of 2026. And we're on episode 390.

It's crazy, almost 400 episodes. Yeah, that is crazy. We've already got guests booked until uh I don't know, March or April of this year. Some great, great guests. It'll be good as always.

I wanted to take a minute at the beginning of this episode to talk about the podcast for a second. As we say in the introduction, this podcast is aimed at promoting the principles of sensible investing and financial decision making. For anybody, we used to say in the intro that it was for Canadians, but we had people who were from places other than Canada give us the feedback that it was alienating. We changed it to from three Canadians. Anyway, we are Canadian, but the podcast content tends to be globally applicable.

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