Episode
The Real AI ROI: Fact or Fiction?
- Podcast
- TCW Investment Perspectives
- Published
- Sep 23, 2024
- Duration seconds
- 930
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/9a2fa222
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Summary
Artificial Intelligence (AI) is transforming industries, but where’s the return on investment? TCW’s Michael Reilly, Bo Fifer, and Evan Feagans dive into the gap between sky-high expectations and what’s really driving the growth of AI stocks. From the summer’s tech selloff to their view on fundamentals, they explore what is driving the next phase of growth. Tune in to discover whether AI’s ROI is already here —or if it’s still on the horizon.