Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Towards Investing in Niche AI
MP3•Episode home
Manage episode 429733009 series 1940418
Content provided by The Alger Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Alger Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
"The reality is that AI is working right now in our economy and it’s only going to grow. We’re asking where can we make smart investments that have a long duration exposure to the overall theme." Alger Mid Cap Growth Strategy Portfolio Manager, Brandon Geisler, discusses how predominant AI has become in our everyday lives, the future of "small language models" and mid cap opportunities to consider.
…
continue reading
32 episodes
MP3•Episode home
Manage episode 429733009 series 1940418
Content provided by The Alger Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Alger Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
"The reality is that AI is working right now in our economy and it’s only going to grow. We’re asking where can we make smart investments that have a long duration exposure to the overall theme." Alger Mid Cap Growth Strategy Portfolio Manager, Brandon Geisler, discusses how predominant AI has become in our everyday lives, the future of "small language models" and mid cap opportunities to consider.
…
continue reading
32 episodes
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