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Ed Stanley: Key Lessons as AI Goes Mainstream

Thoughts on the Market

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How Much Can We Expect From AI?

Investors wonder to what degree AI might be a bubble. However, we find that missing the first year of upside tends to have little impact on long term compound returns for investors. History suggests that diffusion of technologies like this have tended to lead to changes in stock market leadership over the last 100 years. In this context, our pure play or diversified stocks are the best ways to play these themes.

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