Alex Pollak recently joined Henry Jennings from Marcus Today for a wide-ranging conversation on disruption and artificial intelligence. In this episode Alex shares his thoughts on:
- Whether the current AI boom resembles the dot-com bubble and what makes this cycle different
- Why AI monetisation is already real, with the key question now centred on the scale of capital investment
- Investment opportunities across China as innovation accelerates beyond electric vehicles
- The long-term potential of biotech, from obesity treatments to breakthroughs in cancer research
- Loftus Peak’s ‘picks and shovels’ approach to AI, focusing on the infrastructure enabling adoption across industries
- The key risks facing markets today, from geopolitics to rapid asset price appreciation
Tune in to the episode below or visit their website here.
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