AI Boom vs Dotcom: Macro Signals, CapEx Risks, and Investor Signposts

Podcast: Mont Wealth - "Pizz-Spectives" - Investing & Wealth Creation Strategies · Mont Wealth Advisors

Opublikowano: 2026-07-23

AI Boom vs Dotcom: Macro Signals, CapEx Risks, and Investor Signposts (Gino Rossi on Pizz-Spectives) Rob Pizzichetta (Mont Wealth) interviews Gino Rossi (Vestigo Investments) about markets, macro conditions, and parallels between the AI boom and the dotcom cycle. Rossi explains Vestigo’s 2024 launch, its intergenerational-wealth target investor, and a “discovery” approach focused on under-covered stocks, with performance sitting mid-pack versus peers but positive. Macro discussion highlights US manufacturing surveys turning positive while housing remains weak amid high 30-year mortgage rates and sticky inflation, creating a two-speed economy and uncertainty for the Fed. Rossi draws on a S...