Fear and Greed - $US700 billion on AI, but profits may be years away
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Years in business together

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Dr Kevin Hebner, global investment strategist at Epoch Investment Partners, speaks with Sean Aylmer on the Fear and Greed podcast about the surge in AI spending by US tech giants, the risks of over-concentration in mega-cap technology stocks, the “March of the Nines,” and why history shows that every major technological revolution takes decades to translate into meaningful productivity gains and investor returns.

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