Podcast: Play in new window
In this week’s commentary, David McAlvany looks at the massive spending behind AI and asks where the more durable opportunity may actually be. Goldman Sachs is calling it HALO: heavy assets, low obsolescence. Rather than chasing the front end of the AI trade, this episode explores the commodities and hard assets that may benefit from the buildout. David also previews the upcoming June 17 webinar and why this conversation matters for investors right now, register for that presentation here.
- Goldman Sachs Calls It HALO: Heavy Assets, Low Obsolescence In AI
- Commodities Bet Is A Pick & Shovel Play On AI
- Register For The June 17 Webinar
