Investors Contend With AI Alarms, Global Risk at Future Proof

Paisley Nardini,  Head of Investment Strategy for Tema ETFs, discusses the industry group ETFs that are surging right now as industry leaders gather in Huntington Beach, California for Future Proof. Then, Hamilton Reiner, Portfolio Manager and CIO for the US Core Equity Team at JPMorgan Equity Asset Management. Plus, Tony Davidow, Senior Private Market Strategist at Franklin Templeton Institute and discusses the wave of AI companies going public and the private market landscape and Chris Galipeau, Head Market Strategist at Franklin Templeton Institute, discusses the public market environment. Finally, Jan van Eck, breaks down the long term macro environment and the where he sees the AI trade going amid 'doomerism' from some skeptics. (Source: Bloomberg)