{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Brown Advisory CIO Perspectives","title":"Activism, Edge and Finding Underappreciated AI Winners","html":"","width":"100%","height":180,"duration":3478,"description":"In this episode of CIO Perspectives, host Sid Ahl explores how active investors can seek an edge in markets increasingly shaped by passive investing, short-term trading and artificial intelligence.\n \nThe conversation examines how shifting market structures may create opportunities for patient, fundamentally oriented investors, including the role active engagement can play as a potential catalyst for change. The discussion also looks beyond the U.S. to evolving opportunities in Europe and changing corporate governance and shareholder dynamics in Japan.\n \nThe episode also explores the rapid buildout of AI infrastructure, where opportunities may emerge across the broader AI ecosystem, and how investors can weigh potential upside against the risks of a significant capital expenditure cycle.\n--\nThe views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell or hold any securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the speakers on an objective basis to illustrate views expressed in the podcast and do not represent all the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available...","thumbnail_url":"https://img.transistorcdn.com/cea_fOg5jD6VQyMZUcehYYYmXt8p6FTDovdCQNfQYsc/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zNTgx/M2UyMzE5NWUyNjg1/YTVkN2Y4ZDk4NjU2/Yzk3OC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}