Real Vision: Finance & Investing #1028 - How to Navigate the AI Trends with Raoul, Imran Lakha, & David Mattin | AI, Apple & Google
May 2, 2024
Raoul Pal, Imran Lakha, and David Mattin discuss the transformative impact of AI on financial markets, navigating volatility in tech, exploring Nvidia's dominance, and investment opportunities in the AI-driven economy. They also delve into strategic trading approaches, the energy revolution, and the future challenges in the AI chip market.
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Liquidity's Impact on Risk Assets
- Liquidity drives risk assets, especially growth assets like tech and crypto.
- Central banks must add liquidity and lower rates to manage government debt, impacting these assets.
AI's Transformational Impact
- AI's transformational impact is just beginning, affecting the economy, society, and scientific knowledge.
- Current AI models have limits, and scaling alone won't achieve AGI, potentially causing market fluctuations.
Managing Risk with Options
- Use options to manage risk in long-term tech investments.
- Buy put protection and sell upside calls to finance it, limiting short-term losses while maintaining long-term exposure.