
How should I be positioned? with Dr. David Kelly (JPMorgan Asset Management) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves
00:00
AI Hype Drives Markets but Risks Wrong Bets
Jason asks about AI; David says AI is transformative, concentrates gains in hyperscalers, and warns of misallocated AI spending.
Play episode from 11:59
Transcript


