$650+ Billion on AI: Strategic Investment or Excess?

Big Tech is opening the checkbook for AI. Amazon, Alphabet, Meta, and Microsoft are on track to spend nearly $650+ billion in 2026 alone, even if it means absorbing short-term pressure on free cash flow. We’ll what is driving this spending surge, where the money is going, and what it could mean for earnings, valuations, and investors navigating the AI boom.

Reacting to Headlines or Investing With Purpose?

A timely listener question also sparked a deeper discussion about how we evaluate market-moving headlines—and why news alone doesn’t automatically trigger changes to a well-constructed portfolio. The “Henssler Money Talks” hosts walk through the critical distinction between short-term trading and long-term investing. We explain how Henssler evaluates stocks using multi-point criteria and in-depth fundamental analysis, and why that approach aligns with our long-term financial planning philosophy, the Henssler Ten Year Rule.

Europe in Your Portfolio: Trends, Risks, and Opportunities

With Europe’s valuations looking attractive and the euro appearing undervalued, Morgan Stanley envisions European equities outperforming U.S. markets in 2026. The experts from “Henssler Money Talks” examine that outlook, discuss ways to gain exposure to Europe, and consider how global diversification fits into a well-rounded portfolio.

Markets and the Shutdown: Why Political Drama Doesn’t Always Hurt

The “Henssler Money Talks” hosts dig into the drama of a government shutdown—what sparked it, what really happens when Washington stalls, and what history reveals about the real impact on the economy. We’ll focus on what really matters for your money and discuss the broader consequences along with what it might take to prevent future standoffs.