Masters in Business cover image

Savita Subramanian on Equity and Quantitative Strategy

Masters in Business

00:00

Market Valuation and Technological Transformation

The chapter explores market valuation, emphasizing the evolving landscape towards innovation-focused sectors and the argument for higher valuations of intangible assets. It discusses the impact of AI on labor costs and productivity in various industries, highlighting the potential gains in efficiency. The conversation also covers the bullish outlook on the stock market driven by new technologies and shifts in company behaviors towards efficiency amidst market unpredictability.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app