Jan 28, 2026
In today’s show, Mark Minnella, along with Seth Udinski and Sam
Case, explore shifting market sentiment around the AI sector,
highlighting investor behavior, valuation concerns, and the growing
focus on hardware, data storage, and infrastructure. The discussion
introduces how investor comfort and emotion can shape market cycles
and why discipline and balance matter during periods of elevated
valuations. The hosts also mention developments in U.S. steel
production tied to technology demand and highlight broader
stewardship themes that connect market activity with long term
perspective and values.
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