What is AI’s Actual Investment Value?
Less than a week from voting day, we’ll analyze the tight race and the historical context of market performance/reactions. We’ll also talk about the evolving role of AI in corporate America and how we can place value on it from an investment perspective. We’ll finish with a conversation on market seasonality and historical trends during election years.
Key Takeaways
- [00:17] - New earnings/jobs report + the markets being agnostic to politics
- [05:13] - Super Micro Computer's stock volatility/reporting
- [08:33] - Is AI following the broadband playbook?
- [11:56] - What is the future of AI’s actual value?
- [18:03] - The IPO window is still effectively closed
- [21:02] - Market seasonality
Links
- Polymarket 2024 Betting Markets / Election Forecast
- More than 25% of all new code at Google is now generated by AI
- AI’s $600B Question
- What does Upstart do? - video
- Detrick: Seven Reasons This Bull Market Is Alive and Well
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Disclosure
The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
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