Category AI

The Importance of Real versus Maybe Returns in Investment

AI has become the markets new, new thang/bubble as investors pile into the new, new narrative forgetting the fundamental rules of investment are about generating dull, boring, predictable returns which look frothy in hot stocks, negative yields in bonds, thus positive returns from real assets stand out!

Artificial Intelligence: who will be the winners and losers?

“Prepare to be assimilated species 5618.” AI is dominating the headlines. Its either the greatest threat to mankind ever (as has been every economic revolution since someone discovered fire), or its going to make us all better off. The answer probably lies somewhere in the middle.. but it’s bound to raise uncertainty.