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Investment Wars: Innovation Episode – the Future of AI

February 5, 2025 by Fountainhead Asset Management
Podcasts

Debate: Innovation Episode – The Future of AI

Featuring: Tejas Dessai is a Director of Thematic Research at Global X. His research has been extensively covered in the tech and financial press, including the Wall Street Journal, Bloomberg, The Washington Post, and Reuters.

This is a timely conversation given the recent major release of DeepSeek V3 which upended the world of AI given its leap in efficiency – the claim is that it essentially matches the best available US models while being 20 – 50x cheaper to use. In this episode, Tejas and I have a broad conversation about AI and how it will affect the world, the economy, and the financial market going forward.

We regularly reference Global X’s fantastic Charting Disruptions Outlook for 2025 and Beyond.

Topics Include:

  • America’s position in the global race to lead on AI
  • The ecosystem supporting AI
  • Implications on various industries and jobs given the continued growth of AI

Never miss an episode — subscribe to Investment Wars on Apple Podcasts and Spotify.

For inquiries: [email protected]

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IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.

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