Finance
AI Boom at Risk? Geopolitics, China, & Market Opportunities for 2027
Date: 2026-10-15 15:31:27
How will rising geopolitical tensions, higher interest rates, and new worries about the AI boom impact financial markets heading into 2027?
At the 2026 MoneyShow/TradersEXPO Orlando, Mike Larson sits down with Peter Boockvar, CIO at OnePoint BFG Wealth Partners, and Allison Fedirka, Co-Founder of the Allonia Group, to explore the biggest risks and opportunities facing investors.
From ongoing conflicts in the Middle East and Ukraine to growing economic and tech sector competition between the US and China, the experts discuss how geopolitical shifts are influencing supply chains, energy markets, and investment strategies.
They also examine whether the massive spending on AI infrastructure is sustainable, why government involvement in strategic industries is increasing, and where investors might find opportunities beyond the conventional AI trades popular on Wall Street.
If you’re looking for timely, actionable guidance on what to do in key sectors ahead of the new year, this is the MoneyShow MoneyMasters Podcast episode for you!
Topics covered:
• How geopolitical conflicts impact stocks and the global economy
• US-China competition and government involvement in critical industries
• The risks of overinvesting in AI infrastructure
• AI nationalism and the race for energy, chips, and critical materials
• Rising interest rates and the cost of capital
• Potential opportunities in undervalued market sectors, energy, and fixed income
• Key investment risks and opportunities heading into 2027
Get expert market insights from experts like Allison and Peter LIVE at the 2026 MoneyShow Masters Symposium Sarasota, scheduled for Nov. 30 – Dec. 2.
🌐 Visit https://sarasotamms.moneyshow.com/?scode=061246 for more details.
00:00 – How Geopolitics Impacts Financial Markets
00:35 – Finding Investment Opportunities During Global Conflicts
02:30 – How Wars and Supply Disruptions Move Markets
04:10 – US-China Competition and Government Intervention
06:15 – Critical Minerals, Rare Earths, and Investment Risks
08:05 – Is the AI Infrastructure Boom Sustainable?
09:40 – The Global AI Race and AI Nationalism
11:00 – Biggest Market Risks Heading Into 2027
12:10 – Opportunities Beyond AI: Stocks, Bonds, and Energy
13:15 – Geopolitical Risks and Final Investment Insights
#MoneyShow #StockMarket #Investing #Geopolitics #ArtificialIntelligence #AIBoom #MarketOutlook #PeterBoockvar #ChinaEconomy #InvestmentStrategies #InterestRates #FinancialMarkets #AIInvesting #MarketAnalysis #2027Outlook
See our upcoming in-person and virtual events: https://www.moneyshow.com/live-events/?scode=061982
Follow us for more free content in your daily scroll!
Twitter: https://twitter.com/moneyshow
Facebook: https://facebook.com/officialmoneyshow
Instagram: https://instagram.com/moneyshow
TikTok: https://www.tiktok.com/@officialmoneyshow
Threads: https://www.threads.net/@moneyshow
