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In this conversation, Erik and Chad explore the current landscape of investment strategies amidst the rise of AI technologies. They discuss the dichotomy of investor sentiment, the potential futures of AI, the implications of the SaaS apocalypse, and the state of private markets. The conversation emphasizes the importance of a diversified investment approach while navigating uncertainty in the economy. https://meeting.arcvest.com https://arcvest.com Chapters: 00:00 The Duality of Investor Sentiment 00:58 Exploring AI's Potential and Risks 03:47 The SaaS Apocalypse: A Market Shift 07:42 AI Overhype: Reality vs. Expectations 12:14 The State of Private Markets 17:02 Navigating Investment Strategies in Uncertain Times ArcVest helps investors make smarter decisions by focusing on process, discipline, and long-term thinking—not predictions or hype. On this channel, we break down how investing actually works: why low costs matter, how investor behavior impacts returns, and why simple, evidence-based strategies often outperform complex ones over time. You’ll find clear explanations on topics like market volatility, index investing, retirement planning, fees, and the psychological traps that quietly derail portfolios. Our goal is to help you think better about money so you can make confident decisions in any market environment. ArcVest is a fiduciary, fee-only investment advisory firm. Everything here is educational and designed to help you become a more informed investor—not to sell hot takes or chase headlines. If you believe investing should be boring, disciplined, and aligned with real life goals, you’re in the right place. Learn more at arcvest.com