# Investing in AI opportunities across markets: Part 1 Page: https://stenobird.com/podcast/insights-now-163657/investing-in-ai-opportunities-across-markets-part-1 Text version: https://stenobird.com/podcast/insights-now-163657/investing-in-ai-opportunities-across-markets-part-1.md Podcast: [Insights Now](https://stenobird.com/podcast/insights-now-163657) Published: 2026-03-12T20:07:00+00:00 Episode link: https://insightsnow.podbean.com/e/part-1-investing-in-ai-opportunities-across-markets/ Audio file: https://mcdn.podbean.com/mf/web/3pa8vmkpxsk3nwnn/Alternative_Realities_Season_2_Episode_249i2t5.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/investing-in-ai-opportunities-across-markets-part-1 Duration seconds: 1415 ## Resource Markets have seen strong performance in recent years, but as we look to the future, attention is turning to the transformative impact of artificial intelligence, particularly within private markets. In this special crossover episode between Insights Now and Alternative Realities, we launch Part 1 of our “AI and Investing” series, diving into how AI is reshaping opportunities and risks beyond the public market headlines. Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephanie Aliaga, Global Market Strategist on the Market Insights team at J.P. Morgan Asset Management. They discuss which sectors are most vulnerable to AI disruption, why private markets have become the home to many of the world’s leading AI companies and the trends she’s seeing across the AI landscape. Watch the video version on YouTube. Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/investing-in-ai-opportunities-across-markets-part-1/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/insights-now-163657/investing-in-ai-opportunities-across-markets-part-1.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.