EPISODE · Jul 10, 2025 · 31 MIN
Are investors underestimating AI?
from Talking Markets with Franklin Templeton
Jonathan Curtis, portfolio manager and Chief Investment Officer of Franklin Equity Group, joins us to discuss the next potential breakthroughs in artificial intelligence (AI), areas that are likely to see growth in the space, and why he believes that AI efficiency gains are not accurately captured in market valuations at this time.
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Are investors underestimating AI?
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