27. Innovation Episode - The Future of AI

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Investment Wars

Fountainhead Asset Management

35 episodes

1 hour ago

We all love stories - telling them and hearing them. We tend to construct narratives incorporating data points and information that reinforce our point - only capturing a part, and perhaps the wrong part, of the full story within the dynamic and complex investing world. How do we know if the narrative is right? How do we know how the story will end?

Subscribe to Investment Wars on YouTube, Apple Podcasts and Spotify to ensure you never miss an episode.

For guest opportunities or to share feedback, contact us at podcast@fountainheadam.com.

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IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that effect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.

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Investing

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27. Innovation Episode - The Future of AI

Investment Wars

38 minutes

9 months ago

27. Innovation Episode - The Future of AI

Debate: Innovation Episode - The Future of AI

Featuring: Tejas Dessai is a Director of Thematic Research at Global X. His research has been extensively covered in the tech and financial press, including the Wall Street Journal, Bloomberg, The Washington Post, and Reuters.

This is a timely conversation given the recent major release of DeepSeek V3 which upended the world of AI given its leap in efficiency – the claim is that it essentially matches the best available US models while being 20 – 50x cheaper to use. In this episode, Tejas and I have a broad conversation about AI and how it will affect the world, the economy, and the financial market going forward.

We regularly reference Global X’s fantastic Charting Disruptions Outlook for 2025 and Beyond.

Topics Include:

America’s position in the global race to lead on AI
The ecosystem supporting AI
Implications on various industries and jobs given the continued growth of AI

Never miss an episode — subscribe to Investment Wars on Apple Podcasts and Spotify.

For inquiries: podcast@fountainheadam.com

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IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.