What an AI-Powered Future Could Look Like | Alex Pollak features Equity Mates Investing Podcast

Emily HempelIn The Media, Press, Disruption

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It was great to join the team at Equity Mates Media for a wide-ranging discussion on AI, markets and what the future might hold.

We covered:

  • Whether the recent ‘AI slowdown’ narrative holds up and our latest view on Nvidia
  • The rotation into physical assets and if it challenges the long-term AI opportunity
  • Why international equities have outperformed the US recently and what comes next
  • How we think about diversification to avoid a ‘one-way bet’ on AI

We also explored what an AI-enabled future could look like from humanoid robots to AI agents replacing how we use computers, digital twins transforming decision-making and even breakthroughs in healthcare.

To learn more, tune in to the episode below or 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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