Money and Me: Is the AI Trade Changing? From Chips to Cybersecurity

Is one of the market’s biggest investment narratives starting to shift? Michelle Martin speaks with Alvin Chow, Co-founder of Dr Wealth, about calls to slow frontier AI development, the surge in cybersecurity stocks and where the next AI winners could emerge. They also unpack the Fed’s rate decision, inflation and oil risks, before putting McDonald’s and Tencent under the spotlight.

See omnystudio.com/listener for privacy information.