The AI trade is just getting started | Sonali Basak, iCapital

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Full Signal

Phil Rosen

7 episodes

2 days ago

Award-winning business reporter and media operator Phil Rosen analyzes financial markets and economic data through charts, interviews and unique commentary to pair with his newsletter, Opening Bell Daily, which is read by roughly 200,000 investors each morning.

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The AI trade is just getting started | Sonali Basak, iCapital

Full Signal

31 minutes 59 seconds

6 days ago

The AI trade is just getting started | Sonali Basak, iCapital

Sonali Basak is the chief investment strategist at iCapital. She joined Phil Rosen on Full Signal to discuss the acceleration of the AI trade, risks in Big Tech's spending ambitions, the K-shaped economy, opportunities in private markets and more.

Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe

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Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/

TIMESTAMPS:

0:00 - Intro

0:23 - Rethinking AI trade

2:32 - Leverage and debt in AI boom

6:17 - Michael Burry, market sentiment

8:22 - Dot-com vs. AI comparisons

11:11 - Rotation out of tech?

13:47 - Hidden opportunities in market

15:29 - Private markets

18:20 - AI is still early

19:34 - AI impact on K-Shape economy

22:43 - Uncertainty in jobs

24:30 - Geopolitics in AI race

26:38 - Under-appreciated risks

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