MoneyMasters Podcast: AI Boom at Risk? Geopolitics, China, & 2027 Opportunities

Barchart · 1d ago

How will rising geopolitical tensions, higher interest rates, and new worries about the AI boom impact financial markets heading into 2027?

At the 2026 MoneyShow/TradersEXPO Orlando, I sat down with Peter Boockvar, CIO at OnePoint BFG Wealth Partners, and Allison Fedirka, co-founder of the Allonia Group, to explore the biggest risks and opportunities facing investors.

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In the MoneyShow MoneyMasters Podcast episode, the experts discuss how geopolitical shifts are influencing supply chains, energy markets, and investment strategies. Key areas of focus include ongoing conflicts in the Middle East and Ukraine, plus growing economic and tech sector competition between the U.S. and China.

They also examine whether the massive spending on AI infrastructure is sustainable, why government involvement in strategic industries is increasing, and where investors might find opportunities beyond the conventional AI trades popular on Wall Street. If you’re looking for timely, actionable guidance on what to do in key sectors ahead of the new year, this is the episode for you!

Relevant tickers for this podcast include (AIQ) (FXI) (INTC) (MP) (QQQ) and (SPY).

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