Marketplace

How's the stock market doing, minus AI?

October 7, 2026·25 min·4-min readnarrativebusiness
Podzilla Summary (4 min)
TLDR
The episode explores how the stock market's recent surge is increasingly disconnected from the broader economy, driven by a narrow set of AI-focused tech giants while most other sectors struggle under rising interest rates and inflation. Despite widespread consumer financial strain, AI in

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Guest

D

David Gray Witter

narrative on Marketplace

Mentions

Books, people, and resources mentioned in this episode.

People

Shannon MaldonadoKaiKyle RizdahlDavid Gray WitterMegan Swiber

Companies

ShopifyNVIDIATSMCGoogleMicrosoftAmazonLevi Strauss

Topics

Artificial IntelligenceBusiness NewsE CommerceFinancial IndependenceInflationStartupsTech NewsVenture Capital

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