Ep 23: Is AI the Next Dot-Com Bubble? How Smart Investors Value Companies

Artificial intelligence may transform the economy—but does that automatically make AI companies good investments? Is AI really worth all the hype? In this episode of The Point Podcast, Basepoint Wealth CIO Allen Wallace explains why great investing starts with understanding cash flow, not excitement. The conversation explores: Why investors should focus on businesses that generate durable cash flow The risks of relying on optimistic future earnings Whether today's ...