Tag: Infrastructure
Fear Sells, Perspective Wins with Rana Chauhan – Part 2 (Ep. 61)

Fear Sells, Perspective Wins with Rana Chauhan – Part 2 (Ep. 61)

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AI is loud right now, and markets are reacting fast. The bigger story might be simpler; we are still early, the earnings are real in key places, and the biggest constraint might be power and infrastructure, not ideas.

In this episode, John and Alex Soutsos welcome back Rana Chauhan, President and Chief Investment Strategist at Victory Hill Capital, to discuss AI and the markets, including why today’s AI excitement is not a carbon copy of the dot-com era, what “first inning” really looks like, and where the real opportunity (and volatility) may show up next.

John, Alex, and Rana discuss:

  • “We’re at the chip stage,” why AI is still early and not yet in full daily productivity use.
  • The AI bubble question, pockets of overexcitement vs long-run reality.
  • AI vs the early 2000s, the key difference is earnings and cash flow (not hype financed by debt).
  • Concentration and infrastructure: why the power grid and data centers matter so much.
  • And more!

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Connect with Rana Chauhan:

About Our Guest: 

Rana Chauhan is the President of Victory Hill Capital and one of the original founders of Investment Planning Counsel (IPC). With a background in medicine, physics, and investment strategy, Rana brings a probability-driven, evidence-based approach to capital markets. His work focuses on concentration, adaptability, and understanding how innovation and demand shape long-term outcomes.

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