401(k) Real Talk Episode 206: September 4, 2026

Published on September 4, 2026

Open, honest and candid discussion about World Investment Advisors for sale, DCIO and record keeper consolidation, the RIA steroid era, advisor credentials and more.

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Market Valuation: Expensive CAPE Or Cheap PEG?

September 4, 2026
If earnings keep growing rapidly alongside AI spending, the market, in aggregate, may be fairly priced despite CAPE's warning. But a recession — or a slowdown in planned AI spending — is a real risk to that outcome.

Rethinking Diversification in the AI Economy

September 4, 2026
True diversification means gaining exposure to different drivers of performance rather than simply holding a larger count of securities. For many retail investors, this exposure is available through listed infrastructure funds, utility strategies, and ETFs focused on energy storage and industrial innovation.