Artificial Intelligence is reshaping industries and global competition, and understanding its market impact is critical.
How do advancements like DeepSeek's AI change the game? What does it mean for the global economy, technology stocks, and U.S.-China relations?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the transformative impact of AI, the economic trends shaping 2024, and the importance of diversification in portfolios. They also discuss the implications of AI for productivity, technology sector competition, and global markets.
Ryan and Sonu discuss:
- The emergence of DeepSeek, a cost-effective and open-source AI competitor, and its implications for the AI market
- U.S. and Chinese competition in technology innovation and the broader economic significance of AI advancements
- The impact of AI cost reductions on accessibility, productivity, and business adoption across sectors
- Recent market trends, including the role of technology stocks, mid-cap performances, and financial sector growth
- The broader economic outlook, emphasizing the benefits of AI-driven cost efficiencies for the economy and the importance of maintaining diversified investment strategies
- And more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
Connect with Ryan Detrick:
- LinkedIn: Ryan Detrick
- X: Ryan Detrick
Connect with Sonu Varghese:
- LinkedIn: Sonu Varghese
- X: Sonu Varghese
