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Global Thinking

Go beyond the obvious and listen to the story behind the story.  Global Thinking shares our forward-looking perspectives on emerging global macro trends. We review long-term economic, geopolitical and social trends, including second and third order effects, to help financial professionals provide safer more predictable returns utilizing ETFs.

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  2. What Happens When AI Gets Real, Part 2

What Happens When AI Gets Real, Part 2

Jun 16, 2023

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.