# 4 Recession-Proof Stocks That Are Totally AI-PROOF

An episode of [Earn Your Leisure](https://invisiblenetwork.ai/podcast/1450211392), 9 Mar 2026, 5:58.

Audio: https://podtrac.com/pts/redirect.mp3/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/8dbc4f54-a337-4481-9ef2-b355012b0a3d/ada994cb-f49a-4f9a-9a08-b40601155d26/audio.mp3?utm_source=Podcast&in_playlist=eac4c628-29cb-469a-b5c8-b355012b0a48

Everyone is chasing the AI hype, but what happens if the bubble bursts? We identify 4 "Consumer Staple" powerhouses like Walmart and Caterpillar that dominate their niche and remain safe from AI disruption for the next 20 years. Subscribe and watch more videos here: https://www.youtube.com/@EarnYourLeisure Join the EYL community for deeper training and a more detailed approach: https://www.eyluniversity.com Join the number one stock club in the world: https://www.ianinvest.com Invest Fest | August 7-9, 2026 Grab early bird tickets now: https://www.investfest.com See omnystudio.com/listener for privacy information.

## Transcript

[0:00] Speaker 1: Let's talk about for AI proof stocks to invest in.
[0:04] Speaker 1: And actually saw something today. Well, I'll let you say
[0:08] Speaker 1: you're four.
[0:11] Speaker 2: Yeah, you go ahead.
[0:13] Speaker 1: They were talking about Walmart. They was talking about you know,
[0:16] Speaker 1: I think Walmart's on fourteen percent. This shit FROCKT and Gamble.
[0:22] Speaker 1: There's a few of those type of consumer staple stocks.
[0:27] Speaker 1: And the theory is that AI. Everybody's scared of an
[0:31] Speaker 1: AI bubble. Everybody's scared that artificial intelligence is overpriced and
[0:35] Speaker 1: it's just too much. So when in times of uncertainty,
[0:39] Speaker 1: you go back to what you know, everybody knows Walmart,
[0:42] Speaker 1: everybody knows you got to use toothpaste, everybody knows you
[0:45] Speaker 1: gotta use life essentials. A lot of the other stuff
[0:47] Speaker 1: is just hypothetical, could potentially happen. Robotics could potentially be
[0:52] Speaker 1: one hundred million humanoid robots. Who knows. But I think
[0:55] Speaker 1: that you know, if you look at those stocks that
[0:58] Speaker 1: are performing the MACS for the year and now performing
[1:02] Speaker 1: the market overall for the year, those consumer staple type
[1:06] Speaker 1: of stocks, So those stocks have done well, and I
[1:10] Speaker 1: think it's a direct correlation to people being nervous about
[1:14] Speaker 1: artificial intelligence.
[1:16] Speaker 2: Absolutely, you want to go in Yeah, it's mentioned you
[1:20] Speaker 2: mentioned Walmart is number one on my list from a
[1:24] Speaker 2: technological standpoint. When their profit margins are low their competitor Amazon,
[1:29] Speaker 2: Walmart does not get looked at as a technical logical behemoth.
[1:34] Speaker 2: But over the last ten years they've done an incredibly
[1:37] Speaker 2: great job at rey investing in there. So Walmart for
[1:40] Speaker 2: me is number one, Amgen is number two, Eli Lilly
[1:44] Speaker 2: is number three, and Low's is number four. If I
[1:47] Speaker 2: have to take away all tech facing, Walmart is one
[1:53] Speaker 2: for sure, am Jine and Lily. It's like having Coping
[1:56] Speaker 2: and Jordan on the same team, like now you got
[1:58] Speaker 2: to pick your poison. And then Lows doesn't get talked
[2:02] Speaker 2: about enough in that space for how well they're managing
[2:07] Speaker 2: their company and managing margins and continuing to innovate. So
[2:12] Speaker 2: those are the four I will lean on if I
[2:14] Speaker 2: couldn't look at if I was worried about an AI
[2:15] Speaker 2: bubble or AI disruption. Those are four that I wouldn't
[2:18] Speaker 2: have to worry about for ten to twenty years that
[2:21] Speaker 2: it will be okay, all right.
[2:23] Speaker 3: I appreciate those are I mean, that's all. I love
[2:25] Speaker 3: to hear your opinions first, because I'm like, damn right, Well,
[2:27] Speaker 3: I'm not gonna say that one. I did have Walmart
[2:29] Speaker 3: as well. I think, like I think that everything that
[2:32] Speaker 3: you guys said was dope. I'm going to go My
[2:35] Speaker 3: first one is Caterpillar And I know it feels like
[2:39] Speaker 3: this is like the AI story because of the energy,
[2:42] Speaker 3: But prior to it being an AI story, it was
[2:44] Speaker 3: a strong category leader in the space. Profitability was clean.
[2:50] Speaker 3: I mean, are we going to stop needing construction equipment
[2:53] Speaker 3: anytime soon?
[2:54] Speaker 1: Right?
[2:55] Speaker 3: If industrials are performing the way they are right now,
[2:57] Speaker 3: then that means positive science for a company like Caterpillars,
[3:00] Speaker 3: So that would be one in mind. And I mean
[3:03] Speaker 3: you can just see how it's performing in addition to
[3:05] Speaker 3: the energy constraints that we have here, how it's performing
[3:08] Speaker 3: with that added segment. Calipillars were doing great. We had
[3:12] Speaker 3: a company on our class the other day and they
[3:16] Speaker 3: gave away a gem. And when I'm gonna say Ian,
[3:19] Speaker 3: I know you're gonna have a reaction. I think Monster Energy.
[3:22] Speaker 2: Is one of the ones you gotta have for sure, quiet,
[3:26] Speaker 2: no pun intent.
[3:27] Speaker 3: But when when you talk about leader in the category again,
[3:34] Speaker 3: profitability clean, balance sheets thro down in my nose. The
[3:38] Speaker 3: recurring demand for energy drinks that's not going where cash
[3:41] Speaker 3: flow is good. And you look at its return since
[3:44] Speaker 3: its inception fifty it's performing again well crass, it's absolutely ridiclous, ridiculous.
[3:52] Speaker 3: The ticker is m NST Monster Energy. I mean brand
[3:57] Speaker 3: partnerships continue to grow, uh international, it has a stronghold.
[4:02] Speaker 3: That is one of the ones that it just even
[4:04] Speaker 3: like like I said, like this year, we're still here
[4:07] Speaker 3: to date where we were up eleven percent. When yeah,
[4:10] Speaker 3: I mean I'm performing a max seven. It is you know,
[4:14] Speaker 3: I think only one of them, maybe two of them
[4:16] Speaker 3: are positive for the year. I mean video is one,
[4:19] Speaker 3: so that would be one. And then this is this
[4:24] Speaker 3: is this is a tricky one. Walmart was there. I
[4:27] Speaker 3: had cloud Flare on there because it's AI adjacent. But
[4:32] Speaker 3: AI is going to need cloud Fare in a way
[4:36] Speaker 3: that I do. I know, it got pulled back a
[4:37] Speaker 3: little bit. The software will be needed to help AI.
[4:43] Speaker 1: Right.
[4:43] Speaker 3: It was a business prior to it, and we watched
[4:45] Speaker 3: that run up when it was eighty five dollars we
[4:47] Speaker 3: were talking about this company got up to one hundred
[4:49] Speaker 3: and forty five and ran past that as well. But
[4:53] Speaker 3: when I when I talk about cloud flat and some
[4:55] Speaker 3: from a security standpoint, people like, well, what does it do?
[4:58] Speaker 3: I'm like, you know, when you try to low into
[5:00] Speaker 3: a site and it asks you like pick out the
[5:04] Speaker 3: three bicycles, Yeah, to authenticate your actual human that's cloud Flair,
[5:10] Speaker 3: Or when you got the puzzle piece that you got
[5:12] Speaker 3: to slide over to make it, yeah and match it right, Like,
[5:17] Speaker 3: AI can't do that just yet, right, so you still
[5:19] Speaker 3: need the human piece to do that to authentic ze,
[5:23] Speaker 3: authenticate the person that is doing the transaction. Cloud Fair
[5:26] Speaker 3: does that. As we get more in depth into AI
[5:30] Speaker 3: and we see like how are we going to authenticate
[5:32] Speaker 3: actual human interaction? I think it plays a major role
[5:35] Speaker 3: in that. I would put that in there. And obviously
[5:37] Speaker 3: I have wal Martyrs for so that would be mine. Yeah.
[5:41] Speaker 2: And to the person in chat who asks how these
[5:43] Speaker 2: are AI proof stocks? So if we are going into
[5:47] Speaker 2: an AI bubble or AI deruption, these are the companies
[5:51] Speaker 2: that are safe from that bubble. Not the best stock's
[5:54] Speaker 2: one best thing. We've covered that endlessly two or three
[5:57] Speaker 2: years ago.

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