Скачать или смотреть How to Navigate an AI Bull Market With Tech Investor Imran Khan | WSJ’s Take On the Week

In this week's episode of WSJ’s Take On the Week, hosts Gunjan Banerji and Telis Demos start the show by digging into the meme-stock mania surrounding OpenDoor, Krispy Kreme and Kohl’s, and how the factors driving this are different from 2021. Then they get into President Trump’s latest trade deal with Japan and how it’s showing up in auto-sector trades. Plus, some economic talk ahead of the Federal Reserve’s meeting this week to discuss interest rates, and the release of the latest jobs report.

Later in the show, Imran Khan, founder and chief investment officer of Proem Asset Management, joins Gunjan to talk about the AI trade surrounding companies like Nvidia, Meta and Alphabet. Plus, Khan chats about how AI enthusiasm is driving market speculation, herd thinking in markets, and the value of private-market investments like OpenAI.

Chapters:
00:00 AI and data
00:38 Are meme stocks back?
03:40 The new global trade deal template
05:56 Preview: Fed meeting & the jobs report
06:22 Imran Khan on the AI boom
07:22 Nvidia's valuation
08:42 How to value AI stocks
10:40 Big tech's spending spree
12:23 The mindset of a great tech investor
14:06 Six key sectors poised for AI disruption
15:25 Is market speculation getting out of hand?
16:35 The rise of the retail investor
17:21 Retail herds vs. institutional herds
19:45 Public vs. private markets
21:18 The biggest risk to the AI trade

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected].

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