Goldman Sachs The Markets cover image

What’s the next tech trade?

Goldman Sachs The Markets

00:00

Investment Trends in AI and the Broader Economy

This chapter explores the evolving landscape of AI investments, debating the necessity of immediate returns versus market pre-purchases. It also highlights the potential of reshoring in the U.S. to stimulate economic growth and investment opportunities beyond the tech sector.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner