On The Australian Investors Podcast today, I am joined by Blair Hannon of Global X ETFs to talk about the ways to play investing in Artificial Intelligence (AI), specifically generative artificial intelligence.
Blair has been on The Australian Investors POdcast many times before to talk about many different types of ETFs, themes and technologies. In particular, we’ve spoken to him at length about how to identify if a theme is actually worth investing in: is it all fluff, fiction or is a genuine opportunity?
AI is a genuine opportunity. There is no doubt about that. But where are we in the AI cycle? Are we early? Are we late?
And what’s the best way to invest in AI? Is it via ETFs, actively managed funds or direct stocks? A lot of people are buying NVIDIA (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT) for direct stocks. Others are potentially piling into the wrong ETFs.
That sounds risky, right?
Nvidia stock price
SEMI ETF share price
Blair and I discuss all of this and lots more in this episode of The Australian Investors Podcast.
Some of the stocks and ETFs we talk about include:
- NVIDIA
- Google/Alphabet
- Microsoft
- TECH ETF
- FANG ETF
- ACDC ETF
Please note that Global X ETFs is longest running sponsor of Rask podcasts, so this episode is “sponsored”. As you will know, all of Rask’s advertising partnerships are set in advance, usually with 12+ month agreements.
