Thought Capital
Webinar Replay: Generative AI & Global Markets
In this webinar, Portfolio Managers Dan Davidowitz and Stephen Atkins discuss the generative artificial intelligence (GenAI) market and uncover some of the exciting opportunities currently found in the Polen Focus Growth and Global Growth strategies.
Read the Focus Growth Commentary
Read the Global Growth Commentary
Webinar Chapters
- 3:15 - Examining the Macro Market Environment
- 9:30 - Common Headwinds We've Observed
- 12:18 - Geopolitics: U.S. & China
- 14:10 - Relative Opportunities with the U.S. & Global Markets
- 16:15 - Learnings from Historical Market Cycles
- 20:10 - Expectations for 2025 Corporate Earnings
- 23:00 - Generative AI's Impact on the Market
- 32:50 - Growth Companies & Portfolio Updates
- 39:18 - What We Are Excited About
I expect that the generative AI infrastructure companies that have seen this giant balloon of growth will not likely sustain in the same way going forward. These businesses don't have recurring revenue, so they'll go through replacement cycles where they have booms and busts, and that is not a place we typically want to invest. We like continuous compounding over long periods, so you'll see us playing more in the software services and applications that will utilize generative AI.
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