Deep Dive #2: Artificial Intelligence

Episode 324 of the AJ Bell Money & Markets podcast, hosted by AJ Bell, titled "Deep Dive #2: Artificial Intelligence" was published on March 24, 2025 and runs 72 minutes.

March 24, 2025 ·72m · AJ Bell Money & Markets

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Summary

In the second instalment of our Deep Dive series, AJ Bell Money & Markets explores Artificial Intelligence, one of the biggest technological advancements of our era which threatens to change the world we live in, and which has already created a huge amount of value in financial markets. (01:16) Steve Frazer, technology writer for Shares magazine introduces us to the basics of AI and explains what the recent arrival of the Chatbot DeepSeek means for other AI players. (12:45) Next up we speak to Stephen Yiu, fund manager of the Blue Whale Growth fund, who has made a lot of money from his investment in Nvidia, the poster child for AI, and from technology stocks more broadly. But now he’s selling down his stake in Microsoft, we find out why. (34:51) Of course, some people think the stock market is in a bubble. Rob Arnott of Research Affiliates, is in that camp. Commonly referred to as the Godfather of Smart Beta, Rob gives his view on market developments and tells us why he thinks US stocks are overvalued (51:40) Finally we catch up with Chris Ford, fund manager of the Sanlam Global Artificial Intelligence fund, who tells us why 60% of his fund is invested outside the tech sector.

Episode Description

(01:16) Steve Frazer, technology writer for Shares magazine introduces us to the basics of AI and explains what the recent arrival of the Chatbot DeepSeek means for other AI players.

(12:45) Next up we speak to Stephen Yiu, fund manager of the Blue Whale Growth fund, who has made a lot of money from his investment in Nvidia, the poster child for AI, and from technology stocks more broadly. But now he’s selling down his stake in Microsoft, we find out why.

(34:51) Of course, some people think the stock market is in a bubble. Rob Arnott of Research Affiliates, is in that camp. Commonly referred to as the Godfather of Smart Beta, Rob gives his view on market developments and tells us why he thinks US stocks are overvalued

(51:40) Finally we catch up with Chris Ford, fund manager of the Sanlam Global Artificial Intelligence fund, who tells us why 60% of his fund is invested outside the tech sector.