
No Payne No Gain
What’s driving the recent swings in technology stocks, and what do they reveal about the broader economy? Technology analyst and California City Councilmember Ray Wang joins the show to discuss why semiconductor volatility may be driven more by market sentiment than company fundamentals, how AI is reshaping competition among startups and tech giants alike, and what investors should be watching next. Ryan and Ray also examine economic disparities between growing urban centers and struggling suburban communities, along with the ongoing debate over housing, immigration, and zoning policies. Tune in for a wide-ranging conversation on the forces shaping today’s technology landscape and economic outlook.
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