In his recent article, NYU professor Aswath Damodaran discusses the disruptive entry of DeepSeek, a Chinese AI company, into the artificial intelligence (AI) landscape and its implications for the broader AI narrative.
The folks over at AQR recently wrote a piece on how to use machine learning in stock portfolio construction. Specifically stock portfolio selection and timing. The article is quite technical but do provide some food for thought for less sophisticated investors on how AI can be implemented in an investment strategy.
In this article, the good people at Bridgewater discuss the potential for an AI bubble, driven by the convergence of transformational technology and favorable macroeconomic conditions.
In this discussion, Bridgewater and GIC, the entity that is responsible for managing Singapore’s international reserves, assess the issues they think are most important for investors to grapple with in the years ahead.
In his recent letter to shareholders, Christopher Davis highlights that the era of near-zero interest rates ended in March 2022 when the Federal Reserve started raising rates. This shift marks a return to a more normal economic environment, though it may bring volatility and disruptions.
In this video, NYU Professor Aswath Damodaran shares his thoughts on how AI may cause disruption on a personal level. The media argue that AI is coming for our jobs, and for Aswath, that threat became real when he learned of a bot in his name that had read and listened to everything that he had ever written or said.
In this interview, Michael Mauboussin discuss various aspects of investing and market dynamics. Key topics covered in the episode include:
In this interview with CNBN, Stanley Druckenmiller discuss the impact of AI technology, US government policy, why Druckenmiller cut his Nvidia stake and his take on the latest market trends.
Howard Marks are interviewed on CNBC where he discusses the AI boom and market bubbles.
In this interview with Money Maze, Ray Dalio from Bridgewater talks about some of his biggest mistakes and what they taught him.
Daniel Loeb of Third Point expects a mild recession, and one of the primary drivers of growth, according to Loeb, is the widespread adoption and development of artificial intelligence (AI).
In this article, Aswath Damodaran, professor at NY University and dubbed ‘the dean of valuation’ by many on Wall Street, gives his assessment of the AI landscape with a focus on his own investment in NVIDIA.
Investor Stanley Druckenmiller explains how AI companies have dominated his long portfolio over the past 5-6 months.
