Mark Casey, an equity portfolio manager at Capital Group with over 20 years of experience, shares his long-term investment philosophy. He discusses his unique approach to customer-centric metrics and the importance of dividends in investing. Casey reflects on communicating with CEOs and what he learned from Jeff Bezos, emphasizing transparency in financial communication. He also delves into macro trends, the potential of AI, and highlights the essential qualities that make a great public company.

Mark Casey, a portfolio manager dissecting key AI developments, and Jared Franz, an economist analyzing AI adoption rates, dive into the transformative world of artificial intelligence. They explore the potential for autonomous vehicles and the AI stack, while considering the looming threat of an 'AI winter.' The duo discusses the competitive landscape among tech giants and the economic implications of AI investments, balancing excitement with caution regarding market volatility and operational hurdles. A compelling mix of optimism and realism around AI's future awaits!

Mark Casey, an equity portfolio manager and Silicon Valley investor, discusses the power of 'digitalization' for investments, the future impact of artificial intelligence on industries, and lessons learned from investing in Google. Also, topics include industry disruptions, Walmart's drone deliveries, Google's growth prospects, and the importance of aligning with company management for successful investments.