How to Invest Without Going Overboard

I'm more excited about this than I am about cryptocurrency or Web3. We do not know which of those 30 to 200 companies are going to surprise to the upside. It's a way to participate in the sector and benefit from what appears to be an AI revolution.

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AI models like ChatGPT could lead to massive productivity gains, accelerated economic growth, and higher stock returns. Here's how to invest in AI.

Topics covered include:

How workers are already using AI models like ChatGPT to boost productivity
Why ChatGPT is better at search than Google for certain queries
How AI models will change the economic narrative
What are ways to invest in AI, including specific ETFs

For more information on this episode click here.

Sponsors

NetSuite – the leading integrated cloud business software suite

Masterworks – invest in contemporary art

Masterworks Disclosure:

“net IRR” refers to the annualized internal rate of return net of all fees and costs, calculated from the offering closing date to the sale date. IRR may not be indicative of Masterworks paintings not yet sold, and past performance is not indicative of future results. See important Reg A disclosures: Masterworks.com/cd

Show Notes

Sarah Silverman Sues OpenAI and Meta Over Copyright Infringement by Zachary Small—The New York Times

ChatGPT saw its first-ever user decline in June by Igor Bonifacic—Engadget

A New Chat Bot Is a ‘Code Red’ for Google’s Search Business by Nico Grant and Cade Metz—The New York Times

How to get a handle on AI’s many implications for economies and markets by Neil Shearing—Capital Economics

Lessons From the Catastrophic Failure of the Metaverse by Kate Wagner—The Nation

To Drive AI, Chip Makers Stack ‘Chiplets’ Like Lego Blocks by Yang Jie—The Wall Street Journal

Investments Mentioned

iShares Semiconductor ETF (SOXX)

Roundhill Generative AI & Technology ETF (CHAT)

Robo Global® Artificial Intelligence ETF (THNQ)

iShares Robotics & Artificial Intelligence Multisector ETF (IRBO)