Talking About AI with Steve Hou and Kai Wu  (FvF Ep. 178)

Talking About AI with Steve Hou and Kai Wu (FvF Ep. 178)

March 11, 2026 · 1h 9m

About this episode

The episode explores the workings of the AI economy with insights from industry experts.

Artificial intelligence continues to dominate headlines and investment flows, but understanding the technology behind it requires looking beyond the hype and into the structure of the ecosystem itself. In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, sit down with Steve Hou of Bloomberg and Kai Wu of Sparkline Capital to explore how the AI economy actually works, from the infrastructure powe...

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