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BiggerPockets Money

The Bear Case vs The Bull Case for Megacap Tech

Aug 21, 2026 · 39m

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About this episode

In this episode of The BiggerPockets Money Podcast, hosts Mindy Jensen and Scott Trench are joined by special guest Carl Jensen to explore the bull and bear cases for megacap stocks, the future of AI, and what rapid technological advancement could mean for investors and the broader economy. They break down tech valuations, surging AI investment, market concentration, the potential for AI to transform the labor market, and the risks of overpaying for future growth. To go beyond the podcast: Interested in a Flat Fee Financial Planner? Go to biggerpocketsmoney.com/fipro Get 50% Off Your First Year of Monarch by using code ‘Pockets’: https://www.monarch.com/pockets Follow BiggerPockets Money on…