The growth of AI and what it means for investors

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

Subscribe to Moving Markets on Spotify
Subscribe to Moving Markets on Apple Podcasts 

Everybody’s talking about Artificial Intelligence (AI). In this episode of the Beyond Markets podcast, “The growth of AI and what it means for investors”, Luca Menozzi, Next Generation Research analyst at Julius Baer, shares his thoughts with Helen Freer, Investment Writer, on what impact AI is likely to have on society and what sectors are set to benefit from the growth in AI.

1:03 What does AI actually refer to?
3:41 Could AI remove the need for certain jobs?
4:52 Is there anything that might hinder the growth of AI?
6:14 What is ChatGPT?
7:37 Will ChatGPT disrupt the online search market?
9:50 Which sectors are likely to benefit from more widespread use of ChatGPT and AI?
12:19 To what extent are the Metaverse and AI linked?
13:20 How could investors get exposure to the AI theme?

What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.