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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.

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IMPORTANT DISCLOSURES

Please note that Van Eck may offer investment products that invest in the asset class(es) discussed in this video.

This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck or its other employees.

Prior to using any AI tools, please consult your compliance and legal departments to assess and mitigate potential risks associated with its application in your specific regulatory environment.

Please note that any content generated by an Artificial Intelligence (AI) system has not been subject to a human review, and thus no assurance can be made as to its accuracy. Please exercise caution when using AI systems and verify the content produced through such systems wherever possible.

Digital asset prices are highly volatile, and the value of digital assets, and the companies that invest in them, can rise or fall dramatically and quickly. If their value goes down, there’s no guarantee that it will rise again. As a result, there is a significant risk of loss of your entire principal investment.

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.

No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Van Eck Securities Corporation.

© 2024 Van Eck Associates Corporation.

666 Third Avenue, New York, NY 10017

IMPORTANT DISCLOSURES

Please note that Van Eck may offer investment products that invest in the asset class(es) discussed in this video.

This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck or its other employees.

Prior to using any AI tools, please consult your compliance and legal departments to assess and mitigate potential risks associated with its application in your specific regulatory environment.

Please note that any content generated by an Artificial Intelligence (AI) system has not been subject to a human review, and thus no assurance can be made as to its accuracy. Please exercise caution when using AI systems and verify the content produced through such systems wherever possible.

Digital asset prices are highly volatile, and the value of digital assets, and the companies that invest in them, can rise or fall dramatically and quickly. If their value goes down, there’s no guarantee that it will rise again. As a result, there is a significant risk of loss of your entire principal investment.

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.

No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of Van Eck Securities Corporation.

© 2024 Van Eck Associates Corporation.

666 Third Avenue, New York, NY 10017