Rudi: AI is the end of investing as we know it

While "survival of the fittest" certainly applies to the Earth's abundance of flora and fauna, it may be time for investors to take a page out of Darwin's book.

That's according to FNArena's Rudi Filapek-Vandyck, who believes the market has irreversibly changed since 2014 - as has the way investors should value stocks.

In this episode, Rudi outlines why he believes technological innovation will transform the market as we know it. He also discusses some of his favourite ASX-listed stocks to play the AI theme, the importance of quality companies in today's markets, and what it takes for a company to be an all-weather stock.

Note: This episode was recorded on Wednesday 29 May 2024. Note #2: Ally was today years old when she learnt what R.E.M. is, she apologises for any harm her ignorance may have caused hardcore fans. If it's any excuse, the song was released seven years before she was born.

https://www.livewiremarkets.com/wires...

0:00 - Intro
1:32 - One thing that will truly surprise investors: The true impact of AI on markets
10:42 - What that means for the future of value investing
16:49 - The next stage of AI winners
17:24 - Locally listed players that could benefit
19:56 - Why forecasts for NextDC and Goodman Group are likely accurate
22:54 - How to value these companies
24:55 - Why quality companies are so important today
26:35 - Defining quality
30:37 - Businesses that are heavily investing in their futures
32:13 - Quality "pretenders" and the mistakes Rudi has made recently
35:15 - A bearish analysis of Telstra
38:12 - Putting Rudi's cash holding to work
38:48 - Two questions from one of Rudi's biggest fans
45:09 - The biggest mistake Rudi has ever made and the lesson learnt from that
50:13 - Three stocks for the next five years