In this episode, Escala Partners CIO, Tracey McNaughton, talks about the payoff with artificial intelligence and whether the dizzying amounts being spent on semiconductors and infrastructure will be worth it. And what role do private markets play in finding genuine use cases of AI?
(0:54) Well Tracey the big news in the past few days has been the shocking assassination attempt on former President Donald Trump. It's still early but what, if any, are the consequences?
(3:28) If we did get a Trump win, what would be the impact on markets?
(8:13) The other big event we had last week was the release of lower-than-expected inflation data out of the US. It now looks like we are going to get a rate cut sooner than expected.
(11:21) Just on AI and the impact it is having on some parts of the equity market. Where do you think we are in terms of a peak? Are you in the camp of the optimists?
(16:55) The other feature of the market that is different today compared to the late 1990s TMT boom is the prevalence of private equity. What role is private equity playing in the AI boom?
