
AI's Spending Problem: When Does the Massive Cash Burn Start Paying Off?
Jul 31, 2026 - 43:38
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A look back at what actually worked in the first half of 2026 versus what the consensus predicted in January. Great for humility about forecasts and a setup for second-half positioning. Today's Stocks & Topics: Clean Har...
The Half-Year Scoreboard is an episode from InvestTalk by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors. A look back at what actually worked in the first half of 2026 versus what the consensus predicted i...
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Published Jul 2, 2026, 42:54 long, audio available.