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Financial Confidence Podcast
Welcome to the Financial Confidence Podcast! Where we help you feel prepared for whatever life brings next. Hosted by Mike Schuster of Schuster Anderson Wealth Advisors, each episode offers practical insights and real‑world guidance to help you make confident, informed financial decisions at every stage of life.
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Fixed insurance offered through various independent insurance companies. Cambridge does not offer tax or legal advice.
Financial Confidence Podcast
Financial Confidence In: The AI Boom Through a Long-Term Lens | Episode 34
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In this episode of The Financial Confidence Podcast, Mike is joined by John Schonberg CFA®, Chief Investment Officer and Portfolio Manager at Stonebridge Capital Advisors, for a grounded discussion on today’s economic landscape.
They explore AI investing, the rising energy demands supporting AI growth, and how interest rates and government spending factor into long‑term market positioning. The conversation cuts through the noise to focus on economic fundamentals, disciplined thinking, and key considerations investors should keep on their radar as technology and markets continue to evolve.
0:27 John Introduction
1:57 John’s Background
3:02 AI Investing in Today’s Markets
6:01 AI + HI = ROI
6:09 Energy Aspect of AI — What Happens to Low-Cost Energy?
7:21 How Can we Grow AI Effectively?
8:34 Milton Friedman Quote
9:00 Interest Rates and Positions
11:06 Are their Concerns with Government Spending Levels and the Effects on Long-Term Interest Rates?
13:17 What is John Listening to/Reading Currently?
14:35 Conclusion
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