The debt market has been nervous about AI. Are equity investors a little too comfortable? | Alex Pollak features on EquityMates Podcast

Emily HempelIn The Media, Press, Artificial Intelligence

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Big Tech is committing an extraordinary ~$800bn+ to AI infrastructure. Chinese AI models are advancing rapidly.

What if the AI boom starts to lose its appeal?

In a recent episode of Equity Mates, Alex Pollak, CIO Loftus Peak shares his insights on the AI race with Alec Renehan, including:

  • Whether the semiconductor sell-off is a healthy correction or an early warning
  • How sustainable Big Tech’s AI investment really is
  • What AI commoditisation could mean for the winners and losers
  • How to think about risk and where the opportunities may be from here

A timely discussion for financial advisers navigating the opportunities and risks of the AI investment story.

Listen or watch the full episode of the podcast below or by clicking here.

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Disruption is changing the face of investment. To receive monthly performance updates and more content like this from Loftus Peak, fill in your name and email address. You can unsubscribe at any time.

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