Ep.338: (03.04.26) Iran Conflict, AI and Software, and Private Credit
Chris Wallis, CEO and CIO at Vaughan Nelson, discusses thinking through the Iran conflict from an investor’s perspective, AI’s software impact, and trouble for private credit.
In this episode, we explore artificial intelligence through a capital allocation lens. While much of the public debate centers on automation and labor displacement, history suggests the more durable wealth creation occurs in the second phase of technological change — when compani ...عرض المزيد