Does AI Translate To Risk-On Markets? With Andres Cardinal (The Data Driven Investor)
May 18, 2023 ·
19m 29s
We’re joined by Andres Cardinal, Founder of The Data Driven Investor. He has been providing research on companies he says are using AI the right way, and now we’re bringing...
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We’re joined by Andres Cardinal, Founder of The Data Driven Investor. He has been providing research on companies he says are using AI the right way, and now we’re bringing some of those names to you.
Get Access To The Data Driven Investor
(00:24) - Andres explains why he is liking risk-on stocks
(05:45) - Which risk-on stocks Andres finds favorable
(07:35) - Deeper take on AMD as an AI chip winner
(09:57) - Worries about Government Regulation around AI
(11:34) - Is it better to invest in the companies using the tools or the hardware companies (13:13) - How is The Trade Desk using AI
(14:27) - Should companies that use AI be able to command higher price multiples
(15:59) - What are red flags that investors should be aware of in regard to AI
(17:30) - Where is Apple?
show less
Get Access To The Data Driven Investor
(00:24) - Andres explains why he is liking risk-on stocks
(05:45) - Which risk-on stocks Andres finds favorable
(07:35) - Deeper take on AMD as an AI chip winner
(09:57) - Worries about Government Regulation around AI
(11:34) - Is it better to invest in the companies using the tools or the hardware companies (13:13) - How is The Trade Desk using AI
(14:27) - Should companies that use AI be able to command higher price multiples
(15:59) - What are red flags that investors should be aware of in regard to AI
(17:30) - Where is Apple?
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