To answer a question with a question, is that known in advance? I actually don't know the state of AI in different countries. But if it is the US (plausible) and if we can know it'll juice returns prospectively, welp. I'll just continue to assume markets are effectively efficient. Which is to say I don't know enough to act on any inefficiencies that exist.What stock market will most of them be listed on?And you think that the well positioned companies valuations don't reflect those future gains that you see clearly because? You have insights the market doesn't? Markets aren't efficient at incorporation of public knowledge? Something else?I think the exUS equities folks are underestimating how massive the AI impact is going to be to the stock market in the coming years, and how well positioned US companies are to reap the benefits from that trend.
There will be winners and losers in AI. Some I expect will surprise the market, but I don't believe I could guess which.
Statistics: Posted by Da5id — Sun Jul 07, 2024 6:55 am — Replies 6373 — Views 1619112