IT’S NOT HOW MUCH YOU MAKE IN THE MARKETS, IT’S HOW MUCH YOU CAN KEEP | Your Money Podcast Ep. 614

November 06, 2026

AI stocks are getting crushed, volatility is surging, and some of the market’s biggest institutional investors may be feeling the pressure. Is this just another correction, or are we watching the beginning of a much larger bear market?

The team examines the historic selloff in semiconductor stocks, the breakdown in major AI and data-center leaders, and the warning signs emerging across the S&P 500, Nasdaq, and Russell 2000.

They also explain why traditional fundamental analysis can be misleading when market leaders begin breaking down, how institutional selling and leverage can accelerate a decline, and why risk management matters more than ever.

But it’s not all bad news. As capital rotates away from AI, the team identifies five stocks showing relative strength and potentially emerging as the market’s next leaders, including Airbnb, Toast, Block, CLEAR Secure, and Unity Software.

In this video for educational purposes only, Don Vandenbord, Connor Bates, Jackson Niedich, & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.

 


 

Key Moments from the Show

00:00 – The Market Is Breaking Down — What’s Happening?
01:12 – The S&P 500’s Brutal Selloff and AI Carnage
03:50 – Did the Election Accelerate the AI Stock Collapse?
05:10 – Are We Entering Another 2022-Style Bear Market?
06:10 – The Revere AI 100 Hits All-Time Lows
09:29 – Nasdaq, S&P 500 & Russell 2000: Warning Signs Everywhere
15:42 – Historic Market Volatility: The VIX Surges
17:00 – Semiconductor Stocks Suffer a Six-Sigma Collapse
23:36 – Micron, SanDisk & Nebius: Former AI Leaders Get Crushed
29:55 – Dell, Marvell & PayPal: Why Fundamentals Aren’t Enough
35:36 – Where Is Money Going? Five Stocks Showing Strength
47:58 – Airbnb, Toast, Block & Unity: The Market’s Next Leaders?

 


 

The Your Money Radio Podcast covers general topics and investment ideas for research. It is for educational and entertainment purposes ONLY and is NOT meant to be investment advice.

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