Show Notes
Alexandra Wilson-Elizondo is the global head and co-chief investment officer of Multi-Asset Solutions at Goldman Sachs Asset Management. She joins Phil Rosen on Full Signal to discuss the next stage of the AI trade, debt financing in the AI buildout, whether today's AI boom resembles the dot-com bubble, opportunities in international markets, and what could outperform in 2027.
This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/
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TIMESTAMPS:
0:00 - 4th stage of AI trade 3:51 - Is AI a bubble? 5:47 - GPU obsolescence risk 9:23 - Credit warning signs 10:34 - Best hedge against AI? 11:32 - Pharma and utilities 16:30 - European financials 18:15 - Emerging markets 20:54 - Japan 24:37 - Longevity trade 29:31 - Back to fundamentals 31:10 - Goldman Sachs
#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
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