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Artificial Intelligence is transforming everything, but is the hype getting ahead of reality?

This video tackles one of the biggest investor questions of 2025: Are we in an AI bubble? With markets up 20% three years in a row and Nvidia now worth over $5 trillion, it’s easy to wonder if history is repeating itself.

The Pauls break down how today’s AI boom compares to past manias — from the dot-com era to railroad stocks in the 1800s — and why the fundamentals behind AI might make this time different. They also explain how they’re managing portfolios in this environment, why trimming oversized positions is smart, and how retirees can protect gains without missing future growth.

Here’s what we discuss in this episode:

💡 Defining a Bubble: What history teaches us from railroads to dot-coms.

📊 Fundamentals vs. Hype: Why AI may not be another Pets.com.

💸 Portfolio Strategy: How The Pauls are trimming risk and locking in gains.

🏦 Retiree Focus: Preserving income and capital in a euphoric market.

🌍 Diversify Smartly: Why international and value stocks may hold better opportunity.

🔮 Prediction Preview: What they’ll be watching as AI evolves into 2026.

Learn more about us: https://www.rwpaul.com/our-firm

Contact Matt & Steve: https://www.rwpaul.com/contact

Phone: 248-305-9911

Find us on YouTube: https://bit.ly/481OA51

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30 episodes