Summary
Gav Blacksburg, founder of Wolf Financial, discusses how AI agents are transforming retail investing and trading. The episode explores agentic trading platforms, portfolio diversification strategies, and how AI can automate investment decisions while maintaining human oversight.
Insights
- AI agents can automate repetitive investment tasks (chart monitoring, news scanning, thesis validation) without requiring full autonomous trading, reducing cognitive load while maintaining control
- Market rotations create opportunities in overlooked sectors; crowded AI trades have pushed quality dividend stocks and non-tech names to attractive valuations
- The semiconductor and memory chip sector may be entering a structural demand shift rather than cyclical pattern due to unprecedented AI infrastructure investment
- Humanoid robotics represents the next major investment theme after AI, but lacks sufficient publicly-traded pure-play companies for easy retail exposure
- ETF-based diversification within growth themes allows investors to stay bullish on AI while hedging concentration risk through sector-agnostic dividend funds
Trends
Agentic AI trading moving from experimental to practical retail adoption with brokerage integrationsCapital rotation from mega-cap AI stocks to overlooked dividend and non-tech sectors showing strong outperformanceSemiconductor supply chain becoming structural bottleneck; memory/DRAM demand may break historical cyclical patternsHumanoid robotics transitioning from body engineering to mind/software challenges as next investment frontierAI-powered portfolio monitoring and alerts replacing manual chart-watching and news scanning workflowsRetail investor participation in markets accelerating through simplified AI tools and democratized agent-building platformsEarnings season volatility creating tactical entry points in quality companies down 20-30% from peaksPolitical/macro event tracking (Trump posts, congressional trades) becoming automated market signals via AI agents
Topics
Agentic AI trading and autonomous portfolio managementAI agent customization for retail investorsPortfolio diversification strategies in AI-dominated marketsSemiconductor and memory chip sector outlookHumanoid robotics investment opportunitiesTechnical analysis automation with AIETF-based sector rotation strategiesMarket sentiment and crowded tradesRetail investor participation trendsEarnings season trading tacticsCapital reallocation detectionNews and event-driven trading signalsDividend stock outperformance analysisAI hallucination risks in autonomous tradingLong-term vs. trend-following investment approaches
Companies
NVIDIA
Cited as $4.5-5 trillion mega-cap AI company with massive valuation but limited upside from current levels
Micron Technology
Memory chip company reaching $1 trillion valuation; discussed as AI infrastructure play with continued demand
Taiwan Semiconductor Manufacturing Company
Semiconductor leader analyzed for technical chart patterns and long-term demand from AI infrastructure buildout
Amazon
Positioned as best-prepared major company for humanoid robotics and AI adoption due to warehouse automation
Goldman Sachs
Mentioned as Gav's prior employer in private wealth management before founding Wolf Financial
Versa Capital Management
Private equity firm where Gav worked before transitioning to retail finance content creation
BlackRock
Largest ETF provider; Jay Jacobs (head of ETFs) discussed HDV dividend fund outperforming QQQ
Rivian
EV company used as example of AI agent trigger point; agent monitors for profitability milestone
Figure AI
Humanoid robotics company producing advanced robot videos; cited as evidence of robotics progress
SpaceX
Mentioned as having pulled back to IPO pricing; discussed as potential entry point for long-term investors
Robinhood
Fintech competitor building Cortex AI feature for real-time stock context and news digestion
Twitter/X
Platform where Gav built audience; briefly worked with Twitter to build Spaces product for finance
Coca-Cola
Dividend stock held in HDV ETF; example of quality non-AI company outperforming tech
Chevron
Energy stock in HDV dividend ETF; example of overlooked sector benefiting from capital rotation
Moderna
Biotech stock cited as 'left for dead' name that surged back to highs after market rotation
Johnson & Johnson
Healthcare company mentioned as overlooked name that surged after being abandoned by AI-focused investors
Nebius
Neoclould company mentioned as picks-and-shovels play in AI infrastructure buildout
Kodak
Historical example of retail investor-driven stock spike that inspired Gav to focus on retail market participation
People
Gav Blacksburg
Guest discussing AI trading agents, portfolio strategies, and his platforms for retail investor education
LG Ducat
Podcast host conducting interview on AI trading and investment strategies
Jay Jacobs
Discussed HDV dividend ETF strategy and capital rotation opportunities with Gav
Elon Musk
Mentioned as guest on Gav's show; tweeted about Rallies AI arena trading platform six times
Cathie Wood
High-profile guest interviewed on Wolf Financial show about market trends
Vlad Tenev
Guest on Wolf Financial discussing fintech and retail investing trends
Chris Camillo
Guest on show; predicted agentic trading could 100x retail trading volume
Tom Lee
Long-form interview guest on Wolf Financial discussing market analysis
Peter Schiff
Long-form interview guest on Wolf Financial discussing economic trends
Stanley Druckenmiller
Discussed on Wolf Financial show; lessons from his investing approach analyzed
Michael Burry
Cited as warning against cyclical industry stocks at low valuations; predicted memory sector cycles
Ben Cohn
Created video with Gav predicting crypto decline until October followed by recovery
Michael Succon
Quoted on weak tech sentiment creating opportunities in upcoming earnings season
Charles
Wolf Financial team member who appeared on Milk Road podcast previously
Quotes
"All-time highs are not bearish. They are actually a very bullish thing to be at all-time highs."
Gav Blacksburg•~20:00
"Nothing better than weak tech sentiment going into another record-breaking earnings lineup. So many hot setups brewing."
Michael Succon•~35:00
"If you want to be a successful investor and you want to be a successful trader, you've always had to actually put in the work."
Gav Blacksburg•~12:00
"Actually having an AI trade money and not do crazy things and wild stuff. And it's like able to do it itself."
Gav Blacksburg•~45:00
"Chris Camillo said that he thinks that this could 100x the volume of trading that's happening from retail traders."
Gav Blacksburg•~48:00
Full Transcript
actually having an AI trade money and not do crazy things and wild stuff. And it's like able to do it itself. What's up, everybody? It's LG Ducat here and welcome to Milk Road AI, the daily AI show that can't take another big swing on a sunny summer Monday, but knows that we're going to keep seeing them for years to come. Today's July 20th, 2026. We recorded this a week earlier on the 13th. One of the big narratives right now is of course, agentic trading. But what does that actually look like in practice? Can these AI agents actually take over our trading and investing, and how much do we, as curious but very emotional humans, need to guide these agents to do a good job? To take us through how this might be done in the future, we've invited the head of one of the biggest names in online finance to show us his setup, tell us how he got started, and what he thinks is coming next in the market. Gov Blacksburg, founder at Wolf Financial, is on the show with us today. And before we start, our analysts made 20 moves last week, right as the market is starting to probably rotate. After calling Micron, AMD, Bloom and a lot of other AI runners earlier this year, they've actually opened some new positions for the next leg up. You can see what they're calling next for just a dollar in Milk Road Pro at the link below. Today's episode is brought to you by BitGet, stocks 2.0 with real liquidity, real dividends, and securitize the regulated rails for tokenization. Gav, what's up, man? Welcome to the show. Hey, thanks so much for having me. Dude, I'm really excited to talk to you, man, because ever since I started to look more at the stock market and AI stuff, because I was in crypto for a long time, shamefully and proudly. You guys have been one of the biggest names on X and social media on YouTube, and you're the head of it. So we rarely do this with our guests. But tell me about you, man. How did you get started? How did you build such a giant, like, well, financial? Appreciate the kind words. It's been a long journey, and it's exciting because we are just at the start of it still. But about, I would say, several years ago, I got really interested in the idea of retail investors' participation in the market This came actually during, if people remember this, Kodak had a moment where they changed some things in their stock and Kodak stock flew to the upside. Now, I was already in the finance industry. I'd worked at Goldman Sachs in private wealth management. I'd worked at a shop called Versa Capital Management as well in private equity. But for me, really, the moment was in the public markets, seeing Kodak do that, that spike. It came back down, but I realized, hey, like that wasn't institutional money. It was retail money and it's definitely interested in the market and there's more that it could do. It always been maybe 10, 15%, but it started to grow during COVID. Started writing research papers and started realizing like, hey, there's real participation here. And there's a lot of people that are interested in this. And so started building on social media. And really that started with just posting a social and then eventually starting to host a live show. That live show then became a daily live show. I then became really like the number one finance person for Twitter spaces as well. I briefly worked for Twitter and helped them build out the product to make it as perfect as possible for the audience and then just rolled into that. So at this point, I've probably hosted 10,000 plus hours of live streams covering the stock market. We have all types of guests from Elon Musk, Kathy Wood, Vlad Tenev, Chris Camillo and Amit, who I was just on with, a variety of others. And so over the years, I've really just focused on trying to build an apparatus that educates and provides content to people that are interested in investing and trading in the stock market. And then on the other side, of course, from a business perspective, I then connect those people with ETF firms and fintech firms and finance firms that are looking to reach them. So that's kind of what we've built in short. What have you learned about those types of high-profile guests in your five years of doing all these spaces with them? What stands out? Are they just like everybody else or are they really quite elevated in their financial savviness? I mean, there's a really big spectrum and there's all different types of people and how you approach them and how they will talk back to you, how long they speak at a given time, how elaborate they are with their thoughts. I think we've seen so many different people. So there's not like one fits all in this area, but I think maybe one of the common thematics that I've seen is that these people are people that are willing to actually do the research and do the homework. And they're not just talking when the camera's on, they're actually doing it behind the scenes. And so that's one of the big things that I've kind of taken away from this is if you want to be a successful investor and you want to be a successful trader, you've always had to actually put in the work, whether it's in the morning doing your charts, when the market closes, then seeing, all right, where did things actually hit, having a plan where you're entering exit. Now, some of this is starting to change a little bit with AI. That's become a big thing here. It's becoming an analyst for people. It's actually doing a lot of the work. But yeah, all different types of people across the spectrum. But listen, they're always interesting. That's maybe the other common factor. Absolutely. So maybe just so people that maybe people that don't follow the channels yet, like what do you guys specifically focus on at Wolf Financial? Like what do you guys cover? Yeah, we have a bunch of different channels. So just I'll highlight the main pieces right here. One that's become very popular is Wolf Trading. Wolf Trading goes live to YouTube and Twitter with a screen share five days a week, any days that the market is open, any time that the market is open. So market open till close. On that stream, you're going to have anywhere from one to four professional full-time traders. At any given time, they will be live trading. They're sharing their positions in real time as they're entering and exiting them. They are showing setups on screen as well. And they're taking questions from the audience and answering them in terms of what they're trading. So that's basically real-time education and entertainment, to be quite honest, shown to people for free at all times that the market's open. That's one channel. Wolf Financial is going to be some of that longer-term content, some of the more deep dives. That's where I'm doing a lot of my interviews with Tom Lee and Chris Camillo and Peter Schiff, right? And I'm really pulling out information from them, uploading that for long-form video to YouTube as well as live stream on X. And then also on X, in that stream, you're just going to see us talking about Stanley Druckenmiller and lessons. I think it leans a little bit more longer term. And then I think there's stuff that falls into the middle. For example, news, we have the stock market news account, which people might've seen about hit a million followers on X. That account, you know, it provides stuff that's helpful for traders and for investors. It's kind of the overall world of finance and then a bunch of other accounts across the board. But I think that that hopefully gives people like a good high level understanding of what we're targeting. Absolutely. So let's, let's, let's, let's fast forward to kind of modern day what's going on today with the markets. What, I mean, listen, you, you guys have a bunch of channels, you're making tons of content every day. You're talking to all these really smart people. One of the biggest questions we asked on this show and our crypto show is like, where are we at right now, man? Like 2026 has been an amazing small mid cap year. If that's what you're at, been a terrible year. If you're a crypto, a lot of other potential things in a hopper. I want to know from you, like where, how would you paint the picture for somebody who's like just getting into investing or just approaching the market now, wondering if their portfolio, like what, what's the status? Yeah, I think the market is fascinating right now. And I see a lot of opportunity within it. I will note specifically when it comes to crypto, just get that out of the way. I mostly focused on Bitcoin when it comes to the world of crypto. And some people even think that those are two different things. I did a great video with Ben Cohn that I would point people towards where he really talked about how he is actually expecting a continued decline until October. And then based on the cycle to actually see us revamp back up in October. So I'm not, I encourage people to go there. I did some more research on that afterwards. I'm not buying any additional crypto at least until October. So I'm kind of keeping peace of mind there for right now. In terms of the actual market, super bullish on the actual markets. I think people don't understand where we are. And it feels like maybe we're in a little bit more turmoil than we are. And people see Iran and other pieces like that that are happening. But the S&P 500 is super, super close to all-time highs. And I've really tried to impress this upon people. All-time highs are not bearish. They are actually a very bullish thing to be at all-time highs. We're sitting right now, S&P 500, about not even a percent, I don't think, off of all-time highs. They're right at a percent, right around there. So I think that's something that people have to remember. We're super close to all-time highs. The market wants to continue to breaking out. We're about to roll back into an earnings season as well here. We're going to get updated numbers on companies. And the numbers are going to blow people's minds, specifically some of the areas that I'm gravitating towards, the memory trade, right? Kind of the picks and shovels of the AI trade because we look at the AI trade and we say, all right, these companies have ballooned. NVIDIA is a $5 trillion, $4.5 trillion company, right? You have a couple other companies up there that are massive. And even Micron at this point has gotten to a trillion dollars. But where do I see potential? There's a lot of plays, even like what's going into the data centers. You have neoclouds like Nebius. You've got opportunities for cooling systems, other pieces like that that you can find. And I think what's really interesting is, and I'll kind of wrap up the model after this. There's a lot of industries that historically have been cyclical industries. memory is a great example. It has had cycles, right? People buy a bunch at one time and then they kind of use it over time. You have a drawdown and then they buy again. And it makes it really difficult to be a long-term investment because you're constantly just cycling. And even Michael Burry thinks that this is what's going to happen as you move forward. The guy that called the 2008 crash, he literally posted last night. He's like, do not buy companies that are in cyclical industries at low PEs. But I think that we're moving past some of this cyclicality just because of the demand that we're seeing. In past, you know, decades, we never saw a trillion dollars of investment coming into these areas And while people are seeing these numbers of oh hundreds of billions of dollars have been committed to build outs and pieces like the money hasn even gone in there yet Most of the money hasn been spent It just been committed It actually has to now obtain the build out And so I see so much more continued possibility for the market. So I'm bullish. I'm invested. I'm not pulling out large quantities of cash right now. I don't want to be in significant quantities of cash, but I do want to be in smart areas that are not going to get crushed by the continued revolution of AI, right? Because certain areas are going to get crushed. I don't want to be in businesses that aren't growing fast enough. Because even if you look at Nike, sure, they make a lot of money, but it's slightly declining over the last couple of years. It's why their stock's down 40%. It's because people are finding other areas that are more attractive to put their capital to work. So I want to put my capital to work. I want to be in attractive places with attractive multiples in sectors that are part of the future. So that's where I feel right now. I'm pretty bullish on it. Just going to pause there for a second to point out that the market is showing signs of something kind of different happening. And our analysts at Milkrow Pro are all over it. They spent the last couple of weeks making a lot of trades, getting out of some positions and getting into a lot of new ones, getting ready for the next wave of robotics space, or even kind of picking some different AI winners. If you want to see what they have in their portfolios, what positions they're opening, it's just a dollar in Milk Road Pro at the link below. How do you manage rotating your cash then or rotating your positions? Because you're saying even things like memory, which is cyclical, you don't think those cycles really apply anymore. So how do you balance the trends and the narratives and even all the different stuff that you mentioned? It's all kind of part of the AI buildup, but still, that's a lot of different sectors with a lot of valuation. Yeah. So one is diversification, right? You can be bullish and invested and still maintain diversification. You can do this really in two different ways. One, you can utilize ETFs, which are a pretty easy way to go about this in the market. And I highly recommend them for people, especially for core positioning within the market. There's a lot of great ETFs. If you're someone that's looking at memory and you're like, I want to have a memory ETF. Well, guess what? they exist. They are hot right now in the market too. DRAM people are focusing on, there's multiple others that are launching right now that people can gravitate towards. So that's one way that you can say, hey, I want to invest in this sector, but I don't want to just put all of my, you know, 30% of my portfolio into one name. I want it to be spread out a little bit. You can utilize those and you can go higher level even with some of these other growth ETFs, income ETFs, pieces like that. A lot of ways to get exposure to the sector. And then number two, you can also build it out yourself, right? You can basically go in and I actually like doing this with AI right now. And maybe we'll even show it a little bit on screen. Like there's AIs now where you can go in and you can talk with AI directly. You could literally do this in the chat, GPT and Claude. I want to build the exposure to X sector, right? AI verticals, picks and shovels plays. I don't want to put more than seven to 10% of my portfolio into one name. Help me build out and find the five best names that'll work well for me. It'll maybe, you know, and even tell like, ask me some questions, right? Pieces like that. I think you can do real research here and build something that's diversified and still has potential. And you can also, like one thing that people do is your whole portfolio doesn't have to be in the same exact thematic. I was talking with Jay Jacobs this past week, who's the head of ETFs for BlackRock, super, super smart guy, right? Largest ETF company in the world. And one thing that he was pointing out to me was a couple of their products that I had never even looked at before. One of the products, I'm just going to pull this up so I can properly reference it. I don't want to butcher it. One of the products was HDV was the product that he was talking to me about. It was a high dividend core equity fund. I was like, okay, well, how is this doing? This sounds like something that people would think is not doing well. High dividend core equity fund. It's a 15% year to date. It's outperforming the S&P 500 by almost 50% year to date. basically in line with something like QQQ. It's actually outperforming the Qs. And what's so fascinating about this is the whole thought process of an ETF like this is they're actually trying to not have anything that has AI in it. It holds Coca-Cola and Home Depot and AbbVie and Verizon. And they're like, if you don't want anything, because sometimes a trade gets crowded because everybody's going that direction. It doesn't mean you shouldn't have exposure, but it means you should sometimes look at, well, where is everybody leaving out? And where is that opportunity. And you've seen that now in, you know, Moderna and J&J and these names that were left for dead that have surged back to highs. And so that's where I see a lot of potential. Like you could take something like that and make it 10, 20% of your portfolio. It gives you a hedge to the II trade that you're in. So you can build out different levels of comfort here. And of course, like people can work with a financial advisor on this, but you know, I, this is how I like to think about it, having diversification in the portfolio while still being invested in the market. This ETF is wild, man. It has like Coke, Pepsi, Chevron is in it. Like, I mean, Chevron, oil stock would have been a good play this year. Like Starbucks, like Snap is in there. This is so random. So this is an ETF that you're... Wait, hold on. Explain to me again why you think that this is a good ETF right now, or it has been good, or what's the bull case for this? Yeah. Well, first off, it has been great. It's outperforming tech this year. It's outperforming QQQ with a diversified basket of goods that's focused on dividends, which historically have not been what you look for to outperform. So what I'm saying is the reason you have to think about why is it outperforming? It's because so many people have gone invested into AI and become crowded trades there. That smart fund managers are saying, what are the trades where they're not so crowded, where the multiples have dropped because money has moved out, right? When you saw this money move into the AI trade, it had to come from somewhere else, right? I mean, the government's the one that can create money here, not investors. We have to actually take it from somewhere and put it somewhere else. government just makes new money when they want to pay for things. And so we have to think, okay, well, giant hedge funds are reallocating capital across these places. And so they're looking for areas that have become, that are still valuable, that are still growing, but having to become less attractive to people. And that's why I think an ETF like this is great because it flies under the radar. These are names that people are not thinking about investing in, but they're high quality names. These are names that are paying a dividend for many, many years, right? High dividend, pieces like that. And so I just like the idea of ETFs because I personally don't think that I, even if I had this thought process, would it maybe this specific basket of goods? And so that's why I tell people like, these can be core parts of your portfolio that provides you with, you know, ability to stay in the market, but also diversification and unique perspective. And maybe a bit of passiveness too, because then you don't have to follow, even though you can listen to, well, financial or follow your stuff. You don't have, you don't have to do that every day. Like you guys, you know what I mean? Like you can, you can track it a little more passive and maybe by following will financially i mean i only found out about this because j jacob shared it on a will find out that's fine right like exactly that's where you can find stuff like this so you're big into you're big into etfs what what are the ones do you like like what are the ones you think are are interesting at a time like this let's say yeah for sure and so just to kind of give some preface here um because i don't want to go reading a whole bunch of disclosures i work with a lot of etf providers and if i talk ticker specific with etf providers that I work with. I probably have to do a disclosure on here within that. So I don't want to get too into that. So listen, I love all my ETF providers, but I don't want to go too far into the ones that they're owning, even though I do think that they're great products within here. I did mention the BlackRock one, which I think is a great one for people to gravitate towards. I did mention DRAM. These are a couple that I'm not working with right now that I recommend as well. DRAM is having a tough day today. It's down 10% today. It's still up 110% since they launched, but it's really pulled back. And I think that this is where, you know, days like today are really good for investors. And I don't know if people always think about it that way. Like, you know, you're looking at my long-term portfolio is down three and a half percent. This is bad. Market's pulling back. But this is where the opportunity comes from, right? Like these names are going to keep going. Memory is not just going to go back to nothing. AI is not going to go back to nothing, right? But it's helpful like SpaceX too. SpaceX has pulled back basically to where it launched IPO share trading. I think it's actually potentially even below it at this point. It's trading at 137. So IPOs was with 135. 135, yeah. These are not bad things. You know, let the market come to you sometimes, right? Find things that you think are good opportunities. And then when it pulls down, that's an area to potentially invest in. So I think my friend, Michael Succon, who I'll give a shout out to, a great investor, said it best. He said, nothing better than weak tech sentiment going into another record-breaking earnings lineup. So many hot setups brewing. He pointed out Peng, P-E-N-G, which just rocketed 25% after their earnings. He said, there are so many names down 20 to 30% off of their peak that are ready to melt faces. And so this is the opportunity. You're going into an earnings season. You're expecting great numbers and beats, but the market's selling off because of a variety of reasons, whether it is Iran and other pieces. And you just stay the course as an investor and say, I'm going to invest in great companies because great companies that make tons of money and have high quality profits go up over long periods of time. So you're a lot more of a just like follow the trend investor, right? That like, so less, it feels like you are less of like a name picker perhaps. And tell me if I'm wrong, you don't have to name names. I'm just saying it feels like you're a little less of like a sharpshooter. Like I going to find this unknown stock and we going to ride it up Yeah And more so like listen listen to what everybody telling you This is where the trend is The trend is your friend Yeah I I I definitely I think the trend thing is not inaccurate. I would say I do still do a decent amount of stock picking. I even have portfolios on autopilot where people can follow portfolios that I stock pick and there's several million dollars right now that is telling me on there. Um, but the one thing I think you hit on, which is most of the plays that I do pick are still not going to be like, they're not going to be stocks you've never heard of typically. That's just less my area. Because if you're pulling out the random out of the hat stock nobody's ever heard of, you better have done your research into it and you better have done hours of research into it and deep dives. And to be honest, I'm just a little time limited there sometimes. And so that's why I still am stock picking. But yes, it's closer to the bandwidth of a trend than it is something that's completely out there. Because if you're doing something completely out there, you just have to be so confident within those positions versus if you do something that you're confident in, but is moving with the trend, you kind of get the benefit of the doubt sometimes that it'll move with the market. Makes sense. Okay, I want to save some time to actually talk about your agentic trading setup because this is the part that I was really excited to talk to you about. We can learn a lot more about your investing philosophies and I want to ask you about all these narratives and stuff like that, but I want to see how you're doing it, man. I want to see this agentic. I was watching you in a stream 30 minutes ago, man, and you flashed a screen and even people in the chat were like, what was that that you were showing? So you have to please show us what you have, what you're using. Yeah, I wish I had to show it even a little bit more. So good timing. Let me go ahead and pull this up. I'm going to show a few things off right here. One, how I custom build AI agents and a couple other pieces. So this right here is Rally's. It is our own app that we've been building and really trying to make the idea of this is AI should be easy to use when it comes to investing and trading. I think it is daunting for people right now. It should not be. But oftentimes, the way that things come and are prepackaged is a little daunting. So trying to put it in something here where you just make it easy. Now, the idea in this is you can come in, you can connect in your portfolios, you can connect in more than that. You could connect in your bank accounts, all this stuff. And then one place to create AI hedge funds, AI agents, chat against your portfolio, chat against your bank accounts, everything. So let's take a look through real quick for a second. Some of this is sample data. So people can kind of like, just look, I just have some stuff connected for people to see within here. But the idea is each day you're kind of getting insights right off the back, both from your brokerages, your bank accounts, digest positions, right? Seeing pieces like that, shout out dram and activity, right? So this is just kind of like initially just like a little watch and also just getting market insights, just making things easy. But that's a basic brokerage or basic like dashboard screen. This piece I think gets really interesting and this is where it comes to agents. So tons of people were asking me, they're like, I'm hearing about AI agents. How do I build an AI agent? What is an AI agent? So I went in here and just custom built a bunch for people right off the bat. Three categories, portfolio, markets, net worth. So there were certain things that I was just curious about, like this right here. This is one that I kind of just talked with you about for a second, which is reallocation of capital. And that's the idea of when a thesis changes or becomes less attractive, people are going to move money away from it, and they're going to move to others in the market. So I have an AI agent. It runs every five to 15 minutes and it literally scans all of my holdings and I can talk with it in advance and tell like, hey, here's my thesis for each holding. And then it just looks to see has something shifted that would break that thesis. So that way I can actually maybe say, okay, well now I need to go do deeper dive research. Unexplained drops. Like, okay, something in my portfolio just fell 15%. Why? This agent goes immediately and looks at all news, filings, sector moves, market tape, and then actually gives me an explanation. And they just message me. I just get a notification in my phone. It's like, hey, something happened in your portfolio. Here's what's happening. You should be aware of this. Short surge. I know people love that stuff. Okay. Markets, I think is super interesting too. So I have one that watches Trump. So if Trump posts, he moves stuff. So anytime that Trump posts something that could move a stock, a sector, an ETF or crypto, and it thinks that there's a plausible market link, this one will go ahead and it'll message me. Hey, Trump posted, be aware of this. Or Pelosi made a trade, be aware of this. So I think that these are just really cool because they're always working for you, right? They're always sitting there every five to 15 minutes. These run and they're constantly looking for things that are happening. Founder returns, just stuff that I wouldn't think to necessarily see, but could be hugely impactful. I like the net worth one too. I just actually show this for a second. This can connect into your bank accounts and do things like look at your idle cash. So if you have money that's sitting in a cash account, technically you could be earning 3.35% typically in a money market. This will actually look at all of your idle cash and then basically tell you like, hey, from this past month, based on your spending habits, you really only need to have like, let's say five to 10K vital cash, that extra 10K you could move in here and here's what you would have made this month. Just sometimes it just helps you to learn. So I really like this in terms of agents. I encourage people to build their own agents. You can literally just go agents, create your own agent, and then just literally just like talk with it. And any agent that you want to build, it can go ahead and like work with you on. So that's just like a little idea right there. And what platform is this? Sorry, what platform are you using? Rallies.ai. And it is our own platform, but obviously within the chat, it's whatever is the latest greatest model of GPT is going to be inside of there. So I'm not trying to build my own LLM. That's too much work. But I do think that a lot of people are arbitraging this because it is a paid app. But if you're someone that uses a lot of GPT and the apps only, I think our app is only like $10 a month if you're buying for the year, you can actually get a better idea. You can get better results just using the chat in here as GPT than even going and paying a $20 a month chat GPT subscription uh you kind of get two in one and then the last thing i'll just show real quick is arena this is actually how we blew up so ilan musk has tweeted about this six times uh and there's good reason why so we built in here back in november we gave all the top models 100k to trade with and put them basically to work to trading in real time and you can see over time how they've done each of the models does daily updates on all their trades they put them in a feed right here you could You could sort it however you want. You could sort it by, I just want to see Claude. I just want to see them. You could go into GBT right here. GBT has been performing incredibly well. It's up 70% in the same time that the market's up 11 and a half. You can see the market's been basically stagnant here. GBT has continued to climb. It's posting every single day that the market's open. It's telling you, sitting on my hands going to CPI, here's the macro play. This is why I'm holding this. This is why I'm holding this. You can see its activity log anytime that it places a trade. You can literally just see like, how is AI trading? So I think people love this stuff. It's fascinating. And you get to see what exactly what they're holding. Then you can actually make your own funds. So in here, I put together my own funds. I've got like hot hand. I just wanted to like see like, hey, like how well could AI do if I just gave it such simplistic prompts? I literally just told it like, find market leaders before they run, buy them, sell them at the top. I was like, buy low, sell high. And this is actually outperforming the market by several percent. It's been all over the place, but you can see it's holding a lot of these market leaders. And then you can see the other ones that people are creating. So like other people have done pretty good ones. I can see what they're creating and stuff too. And if I want to make a new AI fund, very easy. I literally just go in, I want to build my own AI fund. And it's like, hey, here's what I want it to do. And it'll just build it out, make it easy for me. So I won't like spend too much else on this, but there's other stuff people could check out, you know, finding new funds and politicians and tracking their trades. But hopefully that gives you a good idea of it. Real-world assets like funds, treasuries, and private credit are still running on rails built decades ago. Gated, paperwork-heavy, slow to settle. Everyone's talking about tokenizing them, but far fewer can actually do it, and do it without cutting regulatory corners. Securitize can. It's the SEC-regulated infrastructure bringing real-world assets on-chain. 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Give me an example of maybe how you use it or one of your members uses it in like a week. What would be the activity you would do in here? Yeah, I think to me, the first thing is the agents. And to be honest, that's nice because they're not always going to have something for you, but just little things like this one, I think is a good example. So let say there a company that you been watching and there something that you waiting for to potentially make an investment For me it Rivian and being actually profitable I think Rivian is an interesting company but I don want to invest them until they profitable I don want to check every quarter Are they profitable or did sales come out and stuff like that? I just built an agent. All the agent does is it checks every day, is Rivian profitable yet? The day that it's profitable, it will send me a message and I'll say Rivian is profitable. That to me is something that's just sitting there working and it just takes things off my mind. person where I just can't have things sitting on my mind. If I have something to do, I write down a note in my reminders, hey, go do this later so I can take it out of my mind. So it just gives me peace of mind. Portfolio signal, this is another one. This is basically going to be just giving me directions in terms of the market. So it's like, hey, if there's a big shift in the market, like we're in an AI trade right now, but another giant shift happens, just watch for that. Tell me when it happens. This one's one that's just looking for next possible winners. So it looks for breakout growth stories. So just looking, you know, Hey, this company's up 18% today. The revenue more than doubled. They have insane margins here. Maybe it's something that you should look into. Bridge bio, like BBIO is not something that I'd look into, but it's just running for me. And it's not going to message you every day. There won't always be one, but you could see it's given me a number of them and it just give me interesting input. So I think people can use this in a million different ways. Obviously there's, there's a variety of stuff, but I'd start with agents because you can just literally one click or just build them yourself and they can just take things off from mine. So the way to start is think about it this way, like automate things you're already doing in the market. So if there's something that you already go to each day, there's a scan that you run, there's a search piece that you look at, there's a new site that you look at, automate that, just build it in and have it do it for you. From there, I think starting with some of the AI funds and pieces and then just getting insights. Like one of the things that I liked about this idea and other places are doing this, like even Robinhood's trying to do it with Cortex and stuff is just being able to get context. Like something happened with a stock, I want to click into that stock and I want to know immediately why did it happen? What happened? That news will just be right here under digest. If a stock's moving a lot in a single day, it'll just basically pull it right here and it'll tell you like, here's why it's moving. And then you could just dive deeper. What changed? What do analysts rate it? That type of stuff. So that's some of the pieces that I would say, I think just to get started as agents, funds, but then just actually being able to understand what's happening in real time. And to be honest, this stuff's just going to keep evolving. This looks nothing like it did three months ago. And I'm sure we'll have new features that'll be in there three months. It's just a fast moving space. So basically what you guys have built and the way you're using it is, and this is something we know in the age of AI, but it's also you're using it to largely aggregate the kind of data that you want to see. That is like you're customizing, like, listen, tell me when this happens. I liked what you said about when this company turns profitable. Tell me for Rivian. It's like, as soon as it's profitable, I want to know until then I don't care. Right. So you're just, like you said, it's like, it removes that from your mind of like this to-do note that you have at some point, but you might miss it if you're consuming the information yourself and seeking it out. Yeah. And sorry, sorry, just because you're triggering my mind on this, that can really work for technicals as well. I'm sure people are familiar with this that are technical traders. Like, God, I got to show this chart because this is like too perfect of an example. So Taiwan Semi, really interesting company inside of the semiconductor industry. They actually had some big news this morning where they enunciated that there's going to be a lot of demand for many years to come. But for them specifically, Taiwan Semi really respects its 50-day SMA. That's the red line that runs here. You can see every time it hits it, it basically dips through and comes back over, pumps the next bit. And it just continues to respect it. It doesn't like to get too far away from that 50 SMA. Typically, if you're between the 50 and the 200, you're in a pretty safe zone right here because it almost always, before hitting the 200, pops back over the 50. The real opportunity, I think, was right here where we actually built a little bit of a line of volume. So you could see like these lines on the right side are actually like how much volume happened at a certain point. You could see the most volume was right here in between about 277 to like 315. So when this came and it had a push, it came back over the 50 day and it pushed up right here and it went to new highs. This right here is like a trigger. This is a great spot, but I would only have been able to do it if I had constantly come back to the chart and then mark that point and then have the piece. But you could literally build an agent that's like, watch the TSM chart. If we build, we go sideways for a period of two months and we're above all key moving averages and we break out to a fresh, whatever it is, 52 week high, alert me right there or even better yet, with agentic trading now, buy the stock for me right there. Because this stuff can connect with your brokerage now. We've seen with agentic trading and stuff like that. So that's where I think the future is, is like not just fundamental people, also technicals, save a ton of work and time, not having to come back in and look at the chart every time it changes, but having the AI just look at the chart for you. So that's like another piece right there. That makes a lot of sense. Why still do a lot of this manually? Because this is all fantastic stuff, but it also feels like you could, you've already got a few different strategies that you've shown me. It feels like you just take the next step and train an agent to use all those agents to do that. And you literally never look at anything. It's happening right now. I think that's exactly where we're going. Chris Camillo said that he thinks that this could 100x the volume of trading that's happening from retail traders because people are just not going to have to place it themselves. So yeah, I think to be honest, it's a comfort thing, right? We still are seeing sometimes the hallucinations or pieces like that. And so you want to double check things. You want to see it yourself. For me, it's been a very big affirmation, like actually having an AI trade money and not do crazy things and wild stuff. And it's like able to do it itself. We're just on the learning stage. I'm sure this is what it was like, you know, with the internet in the beginning and stuff too. People were like, well, why don't you look up everything on the internet? Well, I like to look it up in the encyclopedia. You know, I like to make sure I'm right. You know, it's, it's, it just happens over time. Dude, listen, the internet was just a bunch of weird chat rooms for a long time. Okay. It was a bunch of freaks. Uh, and that, that, uh, and then with it like 1% of truth, it was very bizarre. Anyways. Um, okay. That's great. Uh, I mean, congrats on the tool. I think that's fantastic. Where can people find that Gav if they want to check it out? Yeah, it's R-A-L-L-I-E-S dot A-I rallies dot A-I. It is a paid tool, obviously, because we have so much A-I integrated, but there is a free trial for a week. Right on. Cool. Well, good for you guys. If you want to check that out, you can see it there. Last question for you, Gav, like just zoom all the way back out to what we were discussing earlier. And I'm just going to pick your brain again as an analyst, as an investor. The biggest theme that we cover on the show is listen, like the A-I build out is very early SpaceX. We're going to have data centers launching from the moon in five, 10 years. Robotics are, you know, humanoids are doing all this stuff for you and all cancers are being cured. Like a lot of different, really big, fun theories out there. Which ones do you believe in? Like where are we at in 10 years? And feel free to indulge like on the tech side as well, because that's a lot of where this stuff is pointed. Definitely robotics. Robotics seems like the most obvious placement. And at this point, it's so funny how robotics has switched over time because it's always a race between mind and body for robotics. And for a long time, it was, hey, we have to get the body right. And then they felt like they got the body right. And it's like, okay, we have to get the mind right. And now I actually think that the mind has gotten better than the body and we're back to, okay, we have to get the body right, the hands, other pieces like that. But I think that it really is humanoid robotics. People have already seen the videos that Figure is showing out there. They've heard from Elon Musk that he wants to have millions and millions of robots. Amazon already highly uses robots inside of their warehouse to the next level. and if you talked and you really got an inside look, you would see that Amazon is probably one of the best positioned companies in the world for the onset of AI and humanoid robotics. So to me, that's a fascinating area. It's not super tradable just yet, just because you don't have a lot of pure humanoid robotic companies that are publicly traded in essence. And then even when you do like build a humanoid robot, you have so many different companies that make up, we do just the fingernails, we do just the hands, we do this and that piece. So it's not one that you can easily invest in right now, but it's a area that I'm super fascinated by. And a lot of people, you know, we, we have like the start of this, we have a, you know, floor cleaning robots and stuff like that, but it's really cool. I think it's going to escalate. And within, you know, you look at 10 years from now, I think most, most people that are tech acceptance and stuff like that will have some form of a robot that is more advanced than a floor cleaning robot in their house. Got it. Yeah. I hope so. Yeah. I hope that's not the, the end of, of, of what we ended up creating. So cool. Okay. So robotics is a big trend for you and something we've been covering as well. Awesome. Well, Gov, pleasure to meet you, man. Thanks for coming on the show. Thank you for all the insight. And if you guys want to follow Gov, what's, I mean, you have your handle, what's your personal handle? Because I think Will Financial is easy to find, but how do we find you? At Gov Blacksburg. Easy, man. So simple. Great. Well, thanks for coming on the show, man. We'd love to have you back. We'd love to see more Wolf members on the show as well. So we should do a few more shows together. Yeah, I know Charles has been on here and he enjoyed it. Very different conversation, but yeah, props to everything that you guys have done. Milk Road has been around for a long time and puts out great content. Appreciate it. Want to stay ahead of the biggest technological shift in history? Subscribe now to get insights straight from the sharpest minds in tech and finance. Quickly, you'll note this show is for educational purposes only. Nothing here is financial advice. Investing always carries risk. Never invest more than you can afford to lose. Thanks for tuning in. See you in the next one.