Investing in physical assets vs AI hype

Will humanoid robots become household appliances? Will AI agents replace keyboards, book our travel, and make decisions on our behalf? In this episode, Alex Pollak from Loftus Peak helps us think through the probabilities of an AI-powered future, from drug discovery and autonomy to the companies best placed to win if it all plays out.

This episode has been sponsored by Loftus Peak. Support from partners like Loftus Peak help us keep all of our content free.

If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX:LGPD) head here.

In this episode:

00:00 Why now is the time to talk AI disruption again

2:49 Alex Pollak joins: from journalism to investing

6:58 Nvidia, AI winners and the software selloff

12:25 Old economy vs AI: China, CATL, BYD and where diversification is coming from

22:55 Humanoid robots, robo-taxis and other big AI predictions

34:35 Skynet, existential risk and the darker side of AI

36:03 The best company Alex has ever seen

37:15 Podcasts, resources and advice for young investors

Stocks and ETFs mentioned: Loftus Peak Global Disruption Active ETF (ASX: LPGD), Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Pro Medicus (ASX: PME), Salesforce (NYSE: CRM), DoorDash (NASDAQ: DASH), Uber Technologies (NYSE: UBER), Thomson Reuters (NYSE: TRI), CATL, BYD (HKG: 1211), Xiaomi (HKG: 1810), Tencent (HKG: 0700), Alibaba Group (NYSE: BABA), Eli Lilly (NYSE: LLY), Novo Nordisk (NYSE: NVO), Tesla (NASDAQ: TSLA), Deere & Company (NYSE: DE), Microsoft (NASDAQ: MSFT), Gemini, Claude, ChatGPT, Unitree Robotics, ASML Holding (NASDAQ: ASML)

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