How big is the AI pie? Who wins and who get crushed? - Livewire Live Mini-Series

The Rules of Investing

Artificial Intelligence is surely the hottest topic right now powering returns in stock markets and capturing our attention with its promise of productivity and innovation. But with such spectacular interest and returns I’m sure many investors are wondering if the opportunity has passed.

Our next panel will be picking the eyes out of the AI opportunity. How big is it and where are we in the cycle for this industry? Who will be the winners? And who will get crushed?

The panel features:

• Nick Griffin, Founding Partner & Chief Investment Officer, Munro Partners
• Jun Bei Liu, Lead Portfolio Manager, Tribeca Investment Partners
• Jacob Mitchell, Chief Investment Officer & Lead Portfolio Manager, Antipodes

This session was moderated by Livewire’s Deputy Managing Editor Ally Selby.

This episode is part of our special mini-series of The Rules of Investing, giving you a front-row seat to discussions from Livewire Live 2024, our flagship investor event.

Whether you’re after big-picture market insights or actionable investment strategies, this series offers exclusive insights to help shape your investment decisions.

We hope you enjoy this special 7-part series. We’ll return to our regular programming with the next episode of The Rules of Investing.

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This series is proudly sponsored by Bell Direct Advantage.

Bell Direct Advantage is a premium trading platform designed for active and sophisticated investors. Offering access to Bell Potter research, exclusive IPOs, and advanced trading tools, it’s built to give you a competitive edge. Whether you’re a frequent trader or a high-net-worth individual trading shares, options, or warrants, Bell Direct Advantage delivers tailored solutions and superior service to sharpen your investing edge. [Find out more here]