Talking Heads – AI investment: the mega-caps ‘arms race’ is on

Talking Heads – AI investment: the mega-caps ...

BNP PARIBAS ASSET MANAGEMENTBNP PARIBAS ASSET MANAGEMENT

Up next

Talking Heads - US small caps – Reasons to be cheerful

US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large cap. Geoff Dailey, Head of US Equities, tells Daniel Morris, Chief Market Strategist, that the main driver was the artificial intelligence theme.For more insig ...  Show more

 . 14min 30sec
Talking Heads - Licence to roam empowers absolute return bond approach

With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it. James McAlevey, Head of Global Aggregate ...  Show more

 . 10min 51sec

Recommended Episodes

Tech Investor Gene Munster on MegaTrends | Okay, Computer.
RiskReversal Pod

Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ...  Show more

 . 40min 29sec
A Lessin In Gen AI with Sam Lessin of Slow Ventures | Okay, Computer.
RiskReversal Pod

Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized. Afte ...  Show more

 . 1h 3min
AI Innovations: The Latest from Anthropic and OpenAI
AI Hustle: Make Money with AI

In this episode, Jamie and Jaeden discuss the latest developments in the AI industry, focusing on major players like Anthropic, OpenAI, and Perplexity. They explore Anthropic's recent price increase for their new model, the implications of Perplexity's offer to assist the New Yor ...  Show more

 . 17min 42sec
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.
RiskReversal Pod

On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ...  Show more

 . 1h 1min