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AI’s Not in a Bubble w/ Dr. Ankur Crawford
There’s been a lot of talk recently about AI being in a bubble. I had the opportunity to talk with Alger EVP and Portfolio Manager Dr. Ankur Crawford this week and she broke down why she believes we’re still in the early innings of AI. This was a great conversation, make sure you don’t miss it!
FYI - no clue why my voice sounded all deep on the Zoom recording…but her parts sounds great!
0:54 How much do rates matter?
3:47 Is AI in a bubble?
8:27 Will Big Tech continue to win?
11:50 Alger Concentrated Equity ETF (CNEQ)
18:00 What trends are we underestimating?
21:13 Perspective on Nvidia (NVDA)
27:10 Wrapping up
Find out more about the Alger Concentrated Equity ETF (CNEQ) - https://www.alger.com/Pages/Products.aspx?productCode=2495
Alger Insights (writings on a bunch of topics, including AI) - https://www.alger.com/Pages/Search.aspx
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By Matt Derron
4.8
88 ratings
There’s been a lot of talk recently about AI being in a bubble. I had the opportunity to talk with Alger EVP and Portfolio Manager Dr. Ankur Crawford this week and she broke down why she believes we’re still in the early innings of AI. This was a great conversation, make sure you don’t miss it!
FYI - no clue why my voice sounded all deep on the Zoom recording…but her parts sounds great!
0:54 How much do rates matter?
3:47 Is AI in a bubble?
8:27 Will Big Tech continue to win?
11:50 Alger Concentrated Equity ETF (CNEQ)
18:00 What trends are we underestimating?
21:13 Perspective on Nvidia (NVDA)
27:10 Wrapping up
Find out more about the Alger Concentrated Equity ETF (CNEQ) - https://www.alger.com/Pages/Products.aspx?productCode=2495
Alger Insights (writings on a bunch of topics, including AI) - https://www.alger.com/Pages/Search.aspx
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