Barron's Live Managing Your Money - AI, EVs, and Other Big Growth Themes
Oct 24, 2023
Mike Lippert, portfolio manager of the Baron Opportunity Fund, discusses investing in AI, semiconductors, and electric vehicles. Topics include the impact of AI on industries and winners in the race, Tesla's position in the EV market, and Microsoft's AI potential and Azure results.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Investment Strategy and Secular Trends
01:47 • 5min
The Impact of AI on Industries and the Winners in the AI Race
07:15 • 5min
Tesla's Position in the EV Market
12:13 • 10min
Microsoft's AI Potential and Azure Results
22:36 • 20min
Types of Investments Offered and Sponsor Message
42:21 • 2min