Tariffs, The Fed, and Macro Focus with Morgan Stanley’s Ellen Zentner
Masters in Business
00:00
AI's Transformative Role in Thematic Investing
This chapter discusses the vital role of artificial intelligence in thematic investing, highlighting its influence across multiple sectors and the significance of the 'Magnificent 7' tech companies. It explores how demographic shifts, particularly labor shortages in countries like China and Japan, may drive the adoption of AI solutions. Additionally, the chapter addresses economic dynamics, Federal Reserve actions, and productivity projections, framing AI as a foundational element for future growth.
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