Episode

The AI Trade

Podcast: KWM Market Minute
Published: Aug 3, 2026
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Canonical source: https://www.ubs.com/content/dam/assets/wma/us/shared/podcasts/katz/the-ai-trade.mp3
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Summary

Jason and Ryan discuss the AI trade and how it is "catching its breath." They also review why Jason believes leverage is responsible for volatility, not AI.