DWM Common Sense Podcast

Common Sense 8.20.26: AI, Jobs, and Economic Outlook

DWM Common Sense Podcast

Show Notes

Each week, Michael Yoshikami, CEO of Destination Wealth Management, shares his perspective on the latest market developments, economic trends, and investment strategies to help investors stay informed and focused on long-term success.

In this episode, he covers:

How rising interest rates, elevated oil prices, and geopolitical uncertainty are affecting markets Why AI could significantly reduce demand for mid-level, entry-level, and operational jobs How AI-driven efficiencies may initially increase corporate profit margins and support equity returns Why higher unemployment and reduced consumer spending could eventually slow economic growth The potential for slower growth and persistent inflation to create stagflation risks How DWM is positioning portfolios with shorter-duration fixed income, new-economy companies, and dividend-oriented assets Why portfolios must continue to evolve as technological and economic conditions change

Learn more at www.destinationwm.com.

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