The AI Wave and How It Impacts Your Portfolio | AWM Insights #150

AI is today’s buzzword, and for good reason. OpenAI’s release of ChatGPT to the public has started a wave of creativity in applications for the broad tool. 

It has started disrupting major fields and industries from education to programming, and we are still in the infancy stage. As promising as any new technology can be, it is important to be diligent and stay true to the fundamentals of investing. Crypto and the Dot Com bubbles are great examples of this.

This technology has a very strong probability of changing our lives and impacting the global economy, and the best way to improve your probabilities of reaping the rewards from AI is to stay diversified, maintain exposure to current players and add new entrants, and stay disciplined.

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Episode Highlights

• 0:00 Intro
• 0:31 AI’s impact on our industry and how we are qualifying this investment theme
• 1:39 Maintaining diversification is fundamental
• 2:58 Why it's important to be cautious while new technology is in its infancy phase
• 4:28 Do globally diversified investors already have AI exposure
• 6:20 What happens to trailblazer companies and do they have the best chances to succeed?
• 8:29 Private Markets will also cover the new opportunities in AI