AI race: USA, China, and the stocks to watch

Australian Investors Podcast

Billy Leung is an ETF investment strategist at Global X ETFs.

While Billy’s current role is steeped in exchange-traded funds (ETFs) he has a wide and deep knowledge of technology companies and trends across the world, having been a sell-side analyst and worked in a high frequency trading business. He’s been tracking technology stocks since the 2000s.

If you have your technology and AI related questions for Billy, come to next week’s AI investing webinar: https://www.youtube.com/watch?v=ean88c7KZOw

In this Australian Investors Podcast Owen Rask and Billy Leung from Global X talk about:

1. Billy’s background and analysing markets bottom-up and top-down
2. Valuation of technology stocks and how they changed value investing
3. The AI companies leading the pack: MSFT, GOOGL, META, NVDA, AAPL
4. AI stocks no-one follows…
5. How the AI ecosystem can be divided into three levels of abstraction: hardware, infrastructure and application
6. China’s AI push versus USA: Ali Baba, Baidu and Tencent
7. Why an ETF approach can help you capture a theme without identifying winners

Episode resources:

• Join the Rask community - it's FREE
• ASA events & Owen's workshop
• Navexa - tax tracking 20% off: https://bit.ly/track-stocks
• Discounted business books - including The Golden Years

~ Resources ~

• Access Show Notes
• Invest with Owen
• Mortgage Broking
• Financial Planning
• Property Coaching
• Property checklist (PDF)
• Business Coaching
• Ask a question

WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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