Fading The Hype - AI Craze, Banks, & Physical Economy Opportunities

QPD Podcast by Cambiar Investors

Episode notes

Cambiar President Brian Barish is back to provide his mid-year 2023 stock market review. He details the recent AI craze and whether or not we are in a hype cycle. He sheds some light on the similarities between JP Morgan and Chevron and why slow and steady is winning the race in some industries and where investors should look for opportunities in the latter half of 2023.

stockstechnology2023energyartificial intelligencestock marketchevronchatgpt