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.