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Today I was joined by fellow SA contributor Cameron Fen. He is a PhD student specialising in building AI for macro models.

We had a great conversation about the technical aspects of AI, why Cameron thinks NVIDIA is overvalued and what the implications of AI technology are for the business world. Cameron also gave us his pick for the Pragmatic Investor Portfolio.

Follow Cameron here: https://seekingalpha.com/author/cameron-fen?s=cameron-fen
and here: https://twitter.com/cameronfen1

Follow me here: https://seekingalpha.com/author/james-foord
here: https://twitter.com/JamesCFoord
and here: https://jamesfoord.substack.com/

Enjoy, and please like, share and subscribe.



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