37 min
AI race: USA, China, and the stocks to watch Australian Investors Podcast
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- Business
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:
Billy’s background and analysing markets bottom-up and top-down
Valuation of technology stocks and how they changed value investing
The AI companies leading the pack: MSFT, GOOGL, META, NVDA, AAPL
AI stocks no-one follows…
How the AI ecosystem can be divided into three levels of abstraction: hardware, infrastructure and application
China’s AI push versus USA: Ali Baba, Baidu and Tencent
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
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:
Billy’s background and analysing markets bottom-up and top-down
Valuation of technology stocks and how they changed value investing
The AI companies leading the pack: MSFT, GOOGL, META, NVDA, AAPL
AI stocks no-one follows…
How the AI ecosystem can be divided into three levels of abstraction: hardware, infrastructure and application
China’s AI push versus USA: Ali Baba, Baidu and Tencent
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
37 min