In our latest episode, Sid Ahl and Erika Pagel are joined by portfolio manager and equity investor Eric Gordon to discuss some themes that have driven markets for several years now. These include the ongoing global inflation saga now entering its fifth year and the race to develop technology and business models around generative artificial intelligence. 

They also look at some of the developments in aerospace/defense that are propelling that sector (from geopolitical turmoil to a surge in travel) and examine some of the obstacles that life sciences investors are currently navigating.

In particular, the team talks about generative AI and about how software is driving hardware—specifically, how the AI race is driving intense demand for new data centers and new sources of electricity to power all of those centers, in a “very unlikely relationship or marriage between technology and energy” forces. 

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