The next leg of the AI trade

Paul drops by the podcast studio to share some considerations for business owners on how to navigate the current geopolitical and macroeconomic environment. We also cover what the next leg of the AI trade could look like, along with assess near-term market implications of the U.S. midterm elections later this year. Featured is Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy