Coffee and a Mike Martin Pelletier #1286
Jan 8, 2026
Martin Pelletier, Senior Portfolio Manager at Wellington-Altus and author, dives into pressing economic and generational issues. He discusses how social media affects our attention, particularly among Gen Z, who favor quick wins. Martin warns about misinformation, especially from Venezuela, and shares insights on AI's impact on jobs and critical thinking. He critiques corporate culture that prioritizes shareholders over employees, while also exploring economic disparities exacerbated by inflation. Plus, he offers a sneak peek into his upcoming book about investment psychology.
AI Snips
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Transcript
Episode notes
Social Media Hijacks Right‑Brain Thinking
- Social platforms hijack our right‑brain thinking by feeding emotionally charged content and narrowing what we see.
Treat AI Like An Associate
- Use AI as an intelligent associate that amplifies your right‑brain decisions while you validate its output.
AI Buildout Echoes Past Overinvestment
- The current AI/data‑center buildout echoes past tech bubbles and will likely overcapitalize before efficiencies reduce demand.
