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Artificial Intelligence (AI) & The Banking Sector Revisited

RL171 — Artificial Intelligence (AI) & The Banking Sector Revisited

In this episode of the Retirement Lifestyle Show, Roshan Loungani and Adrian Nicholson break down AI and the banking sector's impact on the economy. They cover topics like the AI boom versus the Dot Com bubble burst, job displacements caused by AI, and the type of banking stocks you should consider investing in.


[00:00] Introduction

[01:30] Is AI Worth All the Hype?

[05:11] AI Burst Versus the Dot Com Bubble

[07:20] AI's Impact on the Economy

[11:55] What are Moving Averages?

[13:50] Job Displacements and Opportunities with AI

[15:40] Bubbles, Markets, and Banking Stocks

[20:55] Investing in the Right Banking Opportunities

[25:13] Book Value per Share for Banks: Is It a Good Measure?

[28:39] When to Double Down Your Research on a Bank

[32:15] Parting Thoughts


For more links and the full show notes keep scrolling down!


Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.


Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.


Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

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Full Show Notes:


AI Boom Versus the Dot Com Bubble

Is the AI boom a bubble, and can you compare it to the dot com bubble burst? The AI burst and the Dot Com bubble are two distinct periods of speculative investment and subsequent market crashes, and yes, they do share some similarities. However, with the dot com bubble, all these tech companies were getting tremendous valuations and increases in stock prices, but they really didn't have any earnings. But with artificial technology companies, most of these companies are experiencing big valuations and are currently making money. They also have strong balance sheets.


While the Dot Com bubble did cause a significant market correction and resulted in the collapse of many companies, it also laid the foundation for the internet-based economy that we see today. Similarly, the AI burst may lead to consolidation and more realistic expectations about AI technologies. Still, it is also likely to spur further advancements and eventual integration of AI into various industries.


All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

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