Investor Speculation Around AI May Be Pushing Up the Price of These Companies

With the advent of artificial intelligence, some companies seem to be better positioned to benefit than others. Today, Paul and Ira talk about the problems that arise when investors start to bet on how AI affects markets. Listen along to hear why only owning the most popular and successful companies during these times makes your portfolio more unstable than a diversified portfolio. Later in the show, Ira talks about a conversation with an investor who has seen no returns in the last five years.

 

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