As AI tech stocks wobble, Plancorp CIO Peter Lazaroff calls the pullback “extraordinarily healthy”—revealing how retail investors can profit from the boom’s next phase and naming three non-tech stocks to buy now.
Recorded: November 10, 2026
00:00 Introduction
00:06 Is the AI Boom Still in Its Early Innings?
01:18 Why AI’s Biggest Investment Opportunities May Be Outside Big Tech
02:30 How to Identify Companies Actually Making Money From AI
03:55 BNY Stock: How AI Could Boost Profitability
05:03 BNY vs. JPMorgan (JPM): Which Bank Stock Is the Better Buy?
05:54 Visa (V): How Much Can AI Drive Future Growth?
06:48 Visa (V) vs. Mastercard (MA) and American Express (AXP)
07:16 Is Visa (V) Stock Already Pricing In AI Growth?
07:58 Williams-Sonoma (WSM): Why This Retail Stock Could Benefit From AI
09:04 Can Williams-Sonoma (WSM) Hold Up if Consumers Pull Back?
10:30 Are BNY, Visa (V) and Williams-Sonoma (WSM) Still Buys?
10:41 Which AI Beneficiary Stock Has the Most Upside?
10:58 Which Stock Pick Carries the Greatest Risk?
11:59 Stock Picking vs. S&P 500 Index Funds: What’s Best for Investors?
13:09 Best Investing Factors to Own Now: Value, Profitability and Momentum
13:59 Are Beaten-Down Tech Stocks (XLK) Finally Worth Buying?
15:44 Will Tech Stocks Keep Falling, and What Does It Mean for the Market?
16:35 How to Tell if Your Portfolio Has Too Much AI Exposure
17:47 Should Investors Buy the Anthropic IPO?
18:29 How to Prepare Your Portfolio for 2027
20:09 Best International Markets to Invest in Now
21:00 The Investing Data Points Retail Investors Should Watch
22:07 Can Nvidia (NVDA) Earnings Turn the Stock Around?
23:10 Rapid-Fire: This or That
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Host & Producer: Caroline Woods
Executive Producer: Rebecca Mezistrano
Sr. Studio Operations Manager: Shawn Elias
Technical Director: Julian Pinto
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