- Geopolitical Strategist
United States, Institutional
Change
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Two of Wellington's tech experts join host Thomas Mucha to discuss the rapidly evolving artificial intelligence (AI) landscape and separate hype from reality, highlighting everything from the industries most likely to be impacted to AI's geopolitical implications.
Listen below or on Simplecast, Apple, and Spotify.
Key topics:
2:45 – What is generative AI?
5:00 – Artificial intelligence investment opportunities
7:05 – Potential long-term winners
10:00 – Surprising pace of AI adoption
10:55 – Leveraging AI in investment processes
12:25 – ESG and ethical concerns
14:00 – Geopolitics and the regulation of AI
22:45 – Economic implications
24:30 – Industry risks and opportunities
27:15 – What does generative AI mean for humanity?
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We are on the brink of a technological revolution that has major implications for all sectors, companies, labour, and regulators. How can a thematic lens help investors separate hype from reality?
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Beyond the hype: finding AI’s long-term winners
Our expert argues that a long-term mindset based on deep research can help to uncover evolving AI investment opportunities amid the hype.
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What AI could mean for fixed income
Fixed Income Portfolio Manager Brij Khurana details the potential effects of artificial intelligence on the fixed income market.
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Seven observations on the latest US/China executive order
Geopolitical Strategist Thomas Mucha shares his analysis of the recent Biden administration executive order, which aims to restrict investment into certain sectors in China, and details the potential investment implications.
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