00:00 Speaker A
We are about two weeks out from our big annual invest event here at Yahoo Finance on November 12th.
00:04 Speaker A
This will be our biggest lineup ever of newsmakers.
00:07 Speaker A
all coinciding with the aftermath of the mid-term elections and possibly right in line with the Anthropic IPO.
00:13 Speaker A
You can check out our guest list at finance.yahoo.com/invest2026.
00:19 Speaker A
Now, naturally, I just don't show up to invest each year unprepared.
00:23 Speaker A
I would characterize my two-week lead up as controlled insanity.
00:27 Speaker A
This is where I'm at right now, entering the eye of the storm with my prep.
00:32 Speaker A
There is a force field around me while I'm sitting at my desk at Yahoo Finance HQ.
00:37 Speaker A
Yeah, there there actually is, at least I think.
00:40 Speaker A
In the prep calls I'm having, two themes have emerged I want you to think on.
00:44 Speaker A
The first is a universal view that tech valuations are frothy and that this will end badly for investors.
00:49 Speaker A
And two, the fundamental risk to businesses from ever more powerful AI.
00:53 Speaker A
I would be using this moment to restudy the valuation of the companies that you own.
00:58 Speaker A
I would also dig into filings to see how companies are investing to mitigate AI business risk.
01:03 Speaker A
A lot of this could come to a head and you don't want to be caught off guard.
01:08 Speaker A
Stay Unleashed.
