There’s been a lot of talk recently about AI being in a bubble. I had the opportunity to talk with Alger EVP and Portfolio Manager Dr. Ankur Crawford this week and she broke down why she believes we’re still in the early innings of AI. This was a great conversation, make sure you don’t miss it!

FYI - no clue why my voice sounded all deep on the Zoom recording…but her parts sounds great!

0:54 How much do rates matter?
3:47 Is AI in a bubble?
8:27 Will Big Tech continue to win?
11:50 Alger Concentrated Equity ETF (CNEQ)
18:00 What trends are we underestimating?
21:13 Perspective on Nvidia (NVDA)
27:10 Wrapping up

Find out more about the Alger Concentrated Equity ETF (CNEQ) - https://www.alger.com/Pages/Products....

Alger Insights (writings on a bunch of topics, including AI) - https://www.alger.com/Pages/Search.aspx

*I am not a licensed professional or a financial advisor. This content should not be taken as financial advice. It is meant for educational and entertainment purposes only. All opinions and perspectives are based on my own personal financial situation, experiences, and goals. Please ensure that you do your own due diligence before making financial decisions and/or meet with a professional. Links above include affiliate links, which means I may receive a commission at no additional cost to you.