{"podcast":{"title":"InvestTalk","slug":"investtalk-442958","podcast_index_feed_id":442958,"rss_url":"https://feeds.redcircle.com/6fb1e853-719d-44d9-8b9e-9d4af81d7a89","website_url":"https://redcircle.com/shows/investtalk","image_url":"https://media.redcircle.com/images/2024/10/23/19/c4690508-f57d-4ad9-875a-f71e21715cde_712-4b04-8ddb-b7034ba418c6_square_podcast_logo.jpg","author":"Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors","episode_count":2193,"summary":"InvestTalk is your daily guide to stock market analysis, portfolio management, and unbiased financial education. Hosted by experienced wealth managers Justin Klein and Luke Guerrero, CFA, of KPP Financial, this daily investing podcast cuts through the noise to answer your specific investment questions. With over 60 million downloads, InvestTalk is trusted by investors who want institutional-grade research and actionable strategies. Every weekday, Justin and Luke break down complex macroeconomic trends and discuss highly searched topics, including stock and ETF analysis, 401(k) and retirement optimization, precious metals and commodities, real estate and housing markets, and the financial impacts of inflation, AI, and global economic shifts. No investment inquiry is off-limits. You can call our 24/7 voice bank at 888-99-CHART to have your specific stock ticker or portfolio strategy analyzed live on the air. Follow InvestTalk today to build a more resilient portfolio, and learn more at InvestTalk.com. http://blog.investtalk.com","last_synced_at":"2026-09-17T10:20:16.214791+00:00","page_url":"https://stenobird.com/podcast/investtalk-442958"},"episode":{"title":"The AI Arms Race: Is the US Lead Over China Already Gone?","slug":"the-ai-arms-race-is-the-us-lead-over-china-already-gone","published_at":"2026-08-07T00:10:48+00:00","page_url":"https://stenobird.com/podcast/investtalk-442958/the-ai-arms-race-is-the-us-lead-over-china-already-gone","show_page_url":"https://stenobird.com/podcast/investtalk-442958","url":"http://investtalk.com","audio_url":"https://pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/137/audio3.redcircle.com/episodes/21f0fc79-7dca-4f04-ad4b-40813bce61a3/stream.mp3","summary":"The AI Arms Race: Is the US Lead Over China Already Gone? A provocative new op-ed argues the United States has all but lost its AI advantage over China, just as hyperscalers are posting massive earnings from AI infrastructure spending. We examine what this competitive shift means for technology investors and long-term US economic leadership. Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), Market Wrap, AppLovin Corporation (APP), The Yen, Company's Debt, The AI Arms Race: Is the US Lead Over China Already Gone?, Taiwan Semiconductor Manufacturing Company Limited (TSM), Sterling Infrastructure, Inc. (STRL), The Travelers Companies, Inc. (TRV). Our Sponsors: * Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands","meta_description":"The AI Arms Race: Is the US Lead Over China Already Gone? A provocative new op-ed argues the United States has all but lost its AI advantage over China, j…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2654,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/the-ai-arms-race-is-the-us-lead-over-china-already-gone/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/investtalk-442958/the-ai-arms-race-is-the-us-lead-over-china-already-gone.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}