In March 2016, DeepMind’s AlphaGo AI program defeated the world’s best Go player to much shock and fanfare. But the fanfare died down. And the public’s attention went elsewhere. Fast-forward to 2023's launch of ChatGPT and the public can’t get enough of AI.
What changed Why now? Why is this AI’s moment? And why are the AI technologies behind ChatGPT a step-change to the technologies behind AlphaGo? And, above all else, how should investors approach artificial intelligence as an investment theme? What methodologies should they adopt to pick winning AI stocks?
In this week’s What’s Not Priced In, Kiryll Prakapenka was joined by two special guests best placed to answer these questions. Ryan Dinse and Charlie Ormond. The tech specialist pairing heading the new investment service Alpha Tech Trader.
This was an episode swarming with insights. An instant classic. Here are the key topics discussed:
Is AI ‘the most profound technology humanity is working on’?
Biggest misconceptions about AI
Economics of AI – costs, supply chain, and margins
The most viable AI use cases now and in the future
Impact of AI on labour market and productivity
Best ways to play the AI theme as investors
Methodology to picking AI stocks
Does the ASX have viable AI stocks?
Can AI ever be commoditised with high competition?

Welcome to Fat Tail Investment Research, your source for fortifying and growing your wealth with insights from leading experts in finance and investing.

Join us each week as we roll out fresh videos, tapping into the expertise of top-notch specialists in investing, economics, the stock market, real estate, and personal finance, tailored specifically for our Australian investors.

Explore illuminating interviews and in-depth explainer videos unraveling the trends shaping today's Aussie markets, the economy, and your overall portfolio.

In these dynamic times, marked by economic shifts, record-low interest rates, growing debt, deficits, and unprecedented stimuli, navigating the evolving landscape is absolutely vital. The rules of investing are undergoing transformation, influencing the ASX, property markets, and various asset prices Down Under. The pressing question remains: Can markets prevail with a sustained ascent, or is a challenging reckoning unavoidable?

Let Fat Tail Investment Research be your guide in supporting your portfolio against the uncertainties of the future, whether it's inflation, deflation, a bull market, a bear market, a market correction, a property market shift, an economic boom, a downturn, or another global financial shake-up – our experts cover all conditions to support you.

Tap into the collective wisdom of the money and markets experts featured on Fat Tail Investment Research by heading to fattail.com.au

Subscribe to our YouTube channel @FatTailInvestmentResearch

===============================

All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved.

Financial Services Guide
======================================
Please keep this guide for future reference. A copy is available from us on request or can be downloaded from our website at fattail.com.au/financial-services-guide/. If you do not understand anything in it, or require more information, please feel free to contact us

IMPORTANT
===============================
We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and needs. If you are uncertain as to what your objectives and needs are, you should contact a financial adviser or stockbroker who is licensed to provide you with personal financial product advice.
#Investing #Finance #bitcoin #ASX News