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Trends with Benefits #121: Investing Using Artificial Intelligence with Ron Insana

16 July 2024

Listen Time 36:25 MIN

Hear from Ron Insana about artificial intelligence as an investing tool, India’s economic potential, and whether he’s concerned about Nvidia’s concentration in the market.

Ron Insana, CEO of iFi AI and Senior Analyst and Commentator for CNBC, joins this episode to discuss how artificial intelligence is helping investors navigate the markets. We begin with a wide-ranging discussion that covers developments in India, U.S. market concentration, and interest rate forecasts. Ron explains how we are transitioning from the infrastructure phase of the AI buildout to the implementation phase and how this will impact the economy. When it comes to AI investing models, Ron believes “the whole point of AI is not to impose a particular philosophy. It’s to let these models cull as much data as is possible, and considerably more than any human could do in a single day, and use all the data to derive these signals that then drive forecasts.”


Show Notes:

02:33 India’s economic potential

06:21 Adjusting to interest rates over time

09:45 Are rising interest rates affecting company earnings?

10:51 Concerns about market concentration

12:52 Other sectors that can benefit from AI

15:59 AI in investing

21:22 AI portfolios for different types of investors

24:42 Ron’s personal investment policy

28:16 Long-term trend

30:57 Trend or fad

Trend or Fad

Listen for Ron’s view on cryptocurrencies, nuclear power, and the great wealth transfer.

Follow Ed Lopez @thatEdLopez on Twitter.

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