Artificial Intelligence and The Bahnsen Group

The Dividend Cafe

内容由The Dividend Cafe - The Bahnsen Group and The Bahnsen Group提供。所有播客内容（包括剧集、图形和播客描述）均由 The Dividend Cafe - The Bahnsen Group and The Bahnsen Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

3M ago 27:24

MP3•单集首页

Today's Post - https://bahnsen.co/3KSRGPp

Navigating AI Investments: Lessons from the Dividend Cafe

In this episode of the Dividend Cafe, recorded live from Atlanta, Georgia, David discusses the topic of artificial intelligence (AI) and its impact on investments. He explains why AI hasn't been a major focus of Dividend Cafe, despite its prominence in media and financial conversations. The discussion delves into the distinctions between AI's backbone companies and those utilizing AI, drawing historical parallels to the internet boom of the 1990s. The episode outlines ten principles to understand and navigate AI investments, advocating for a dividend growth framework. The host addresses market concentration risks, historical lessons, and the sustainable approach for investing in AI-related companies. Listeners are encouraged to view informative charts at DividendCafe.com and reflect on a quote from Charles Mackey about collective and individual thinking.

00:00 Welcome to Dividend Cafe 00:02 Travel and Speaking Engagements 00:43 AI in Financial Media 03:44 Investment Implications of AI 05:18 10 Key Takeaways on AI 07:39 Historical Context of AI Investments 13:21 Predictions and Pitfalls of AI 17:04 Principles of AI Investing 19:16 AI's Broader Impact on Society 20:53 AI and Dividend Growth Investing 24:59 Conclusion and Final Thoughts

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

938集单集