# The Real AI ROI: Fact or Fiction?

Page: https://stenobird.com/podcast/tcw-investment-perspectives-6367683/the-real-ai-roi-fact-or-fiction
Text version: https://stenobird.com/podcast/tcw-investment-perspectives-6367683/the-real-ai-roi-fact-or-fiction.md
Podcast: [TCW Investment Perspectives](https://stenobird.com/podcast/tcw-investment-perspectives-6367683)
Published: 2024-09-23T15:23:14+00:00
Episode link: https://share.transistor.fm/s/9a2fa222
Audio file: https://media.transistor.fm/9a2fa222/6660b1a7.mp3
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JSON: https://stenobird.com/v1/public/podcasts/tcw-investment-perspectives-6367683/episodes/the-real-ai-roi-fact-or-fiction
Duration seconds: 930

## Resource

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.

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## Transcript

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