What if AI plateaus and remains structurally mediocre? Jason and Jeff challenge Wall Street's unstoppable narrative, talk portfolio rebalancing, and dissect the line between investing skill and pure luck.

00:29 Mailbag Callout

01:57 Episode Setup AI Doubts

04:25 Will AI Stay Mid

08:43 LLMs Limits Learning

12:36 AI In Investing Workflow

16:08 Spending Hype Reality

19:17 Deck Building First Principles

22:55 AI Adoption And Growth Math

26:34 Rebalancing In AI Mania

27:23 Trimming Winners Hedging

33:53 Allocation Decisions Retirement

38:08 Have We Just Been Lucky

45:22 Gemini Concentration Fail

Companies mentioned: ADBE, AVGO, CRM, DDOG, KNSL, MELI, NVDA

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