Skip to content
What Happens When AI Gets Real, Part 2 episode artwork

Jun 16, 2023 21 min

What Happens When AI Gets Real, Part 2

from Global Thinking Hosted by Rob Duncan

In part 1, Rob Duncan sat down with Reza Samahin, Portfolio Manager at KJ Harrison, to discuss the big ideas behind Artificial Intelligence and what impact it may have on the future In part 2, Rob and Reza discuss the implications of AI from an investment perspective. Is this Dot Com 2.0? Will investors benefit from an unfolding capex cycle driven by AI? Are valuations on AI-related stocks justifiable? Tune in as they discuss the next phase of AI and where investors should direct their attention.

Episode details come from the podcast's RSS feed.

Embed this episode

Ready to play

What Happens When AI Gets Real, Part 2

0:00 21:23

No transcript yet.

Requests help us decide what to transcribe next.

Capital Ideas podcast Capital Group Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc.All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.For full disclosures go to capitalgroup.com/global-disclosures. Leaders Worth Knowing Podcast Leaders The biggest names in the global business of sport sit down with Leaders Editorial Director, James Emmett, and Content Director, David Cushnan. The Neurodiversity Business Podcast Sara Kedge A renowned DEI Design Thinking Strategist, Coach and Trainer, Sara Kedge blends curiosity and playfulness with deep cross-functional knowledge. She prides herself on helping teams move out of stressful dysfunction to create human-focused workplace cultures where critical thinking – and people – are encouraged and valued. Sara carries the collective experience of the neurodivergent community into the solutions she co-creates with her clients. As the founder and curator of How 2 Entrepreneuro, an online community supporting neurodivergent entrepreneurs.In this podcast, she and her guests explore Neurodiversity, Entrepreneurship, and the challenges Neurodiverse people face trying to fit into a Neurotypical world.

Frequently asked questions

How long is this episode of Global Thinking?

This episode is 21 minutes long.

When was this Global Thinking episode published?

This episode was published on June 16, 2023.

Can I download this Global Thinking episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.