Retirement Lifestyle Show 
with Roshan Loungani and Adrian Nicholson

RL202 — The Ultimate Guide to Artificial Intelligence Investing


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In this episode, the hosts delve into investment opportunities within the artificial intelligence (AI) sector. They explore AI's value chain, spanning infrastructure, cloud services, and applications. Comparisons to the dot-com boom are drawn, along with considerations regarding a potential AI bubble. The conversation highlights research areas such as chip manufacturers, software companies, robotics, and unexpected sectors like coal. Scalability, technology trustworthiness, and AI's societal implications are emphasized throughout.

Takeaways

Opportunities in the AI space exist in various areas, including chip makers, software firms, robotics, and even coal.

The value chain of AI includes infrastructure, cloud, and AI applications, each offering potential investment ideas.

Comparisons to the dot-com boom suggest that while there may be a bubble forming in the AI space, it is not at the same level as the dot-com bubble.

Scalability and trust in the technology are important factors to consider when investing in AI.

AI has the potential to impact various industries, such as healthcare, finance, logistics, and supply chain, and can improve everyday life through home automation, safety monitoring, and assistive. 

Chapters

00:00 Introduction and Disclaimer

06:52 Scalability and Trust in AI

27:45 The Role of Robotics in AI

39:18 The Importance of Trust in

Roshan can be reached at [email protected] or at 202-536-4468.

Adrian can be reached at [email protected] or at 703-915-8905. Erik can be reached at [email protected] or 815-940-4652.

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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professionals.

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Retirement Lifestyle Show 
with Roshan Loungani and Adrian NicholsonBy Roshan Loungani and Adrian

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