Steven Feldman, CEO of GBI and Wealthion, explores how AI investment risks extend beyond tech stocks to data centers, surging electricity demand, and the physical commodities powering the technology boom. He breaks down why lasting demand does not guarantee attractive returns, and why owning a scarce asset differs fundamentally from holding a heavily indebted business exposed to it. 📈 Is your portfolio truly diversified — or are hidden risks like leverage and market concentration putting your wealth at risk? As Steven Feldman explains, owning the right assets is only part of the equation. Get a complimentary portfolio review to assess your exposure and explore ways to better position your investments. 👉 https://bit.ly/4e9LsJV Against a macro backdrop of persistent government debt, sticky inflation, and higher borrowing costs, Steven examines portfolio diversification, the hidden costs of the AI capex cycle, Berkshire Hathaway’s cash strategy, and the shifting roles of bonds and cash. 📩 Want more from Steven Feldman? Go deeper on the risks and opportunities shaping today's markets — from hidden leverage and portfolio concentration to real assets and protecting your wealth. Subscribe to Steven's Open Position newsletter for his latest insights on what investors should be watching and why it matters. 👉 Subscribe here: https://www.linkedin.com/newsletters/open-position-7459965656873021440/ #StevenFeldman #OpenPosition #Wealthion #PortfolioDiversification #RealAssets #InvestmentStrategy #WealthProtection #StockMarket #MarketRisk #Inflation #FinancialMarkets #Investing Connect with us online: Website: https://www.wealthion.com Spotify Podcast: https://open.spotify.com/show/4wCAfhgUdspxeMqyi6KZkb Apple Podcast: https://podcasts.apple.com/us/podcast/wealthion-be-financially-resilient/id1566889716 X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ Facebook: https://www.facebook.com/Wealthion/ ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.