AI race: USA, China, and the stocks to watch

Billy Leung is an ETF investment strategist at Global X ETFs.  While Billy’s current role is steeped in exchange-traded funds (ETFs) he has a wide and deep knowledge of technology companies and trends across the world, having been a sell-side analyst and worked in a high frequency trading business. He’s been tracking technology stocks since the 2000s.  If you have your technology and AI related questions for Billy, come to next week’s AI investing webinar: https://www.youtube.com/watch?v=ean88c7KZOw In this Australian Investors Podcast Owen Rask and Billy Leung from Global X talk about: Billy’s background and analysing markets bottom-up and top-down Valuation of technology stocks and how they changed value investing The AI companies leading the pack: MSFT, GOOGL, META, NVDA, AAPL AI stocks no-one follows… How the AI ecosystem can be divided into three levels of abstraction: hardware, infrastructure and application China’s AI push versus USA: Ali Baba, Baidu and Tencent Why an ETF approach can help you capture a theme without identifying winners Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Navexa - tax tracking 20% off: https://bit.ly/track-stocks Discounted business books - including The Golden Years ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices