Aug. 25, 2026

Matt Argersinger: The AI Trade Is Musical Chairs

Matt Argersinger: The AI Trade Is Musical Chairs
Matt Argersinger: The AI Trade Is Musical Chairs
This Time Is Different
Matt Argersinger: The AI Trade Is Musical Chairs
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Future US stock returns may not follow its historical success. Former Motley Fool senior analyst Matt Argersinger sits in for Malcolm this week. Ricky and Matt discuss:

- 30-year Treasury yields near two-decade highs, and what that means for income investors who remember 2% bonds.- A real estate investment trust that Matt thinks is a great value.

- The case for playing defense on the AI trade.

- Ricky’s reporting on debanking.- Mercado Libre, gold, and covered-call ETFs.

- When it actually makes sense to pay for active management, versus indexing.

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Host: Ricky Mulvey

Guest: Matt Argersinger

Engineer: Tim Sparks


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