Have you noticed Carson has been talking about artificial intelligence (AI) a lot lately? Below is a little roll call of 20 of our blogs (and a podcast) on AI so far in 2024. Among the authors, you’ll see the names of Carson’s Portfolio Managers, Jake Bleicher and Sr. Analyst, Investment Blake Anderson, come up frequently. The blogs are for informational purposes rather than investment recommendations, but they show Jake’s and Blake’s dedication to understanding this rapidly evolving investment space, which flows through to their broad portfolio management and the investment opportunities Carson makes available on its platform.
The transformative potential of AI is beyond question, and the scope of its impact can range from something as mundane as virtual assistants that help with everyday tasks (“Alexa, play Pearl Jam’s Yellow Ledbetter,” to take an example that’s been around for a while) to cutting edge research. But new technologies are always tricky to invest in, with the most obvious opportunities often already priced in and the more obscure opportunities that make it to the mainstream often ideas that few would have predicted. Remember, Amazon started as an on-line bookseller and Netflix as a company that mailed DVDs to our homes at a time when Blockbusters seemed ubiquitous.
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AI could also provide an additional boost to economy-wide productivity. We’ve seen productivity run above trend over the last year and half on the back of tight labor markets. But as companies invest in AI, and its use becomes more widespread, it could lead to a more sustained increase in productivity. This is something we wrote about in our Outlook 2024, “Seeing Eye to Eye”.
The last link in the list is for a recent Facts vs Feelings podcast, with Carson Chief Strategy Officer Dani Fava. Dani has been a leader throughout her career in moving new technologies from abstract ideas to hands-on realities. She’s tackling how to give Carson advisors the AI-assist that will help make their practices more efficient while elevating their “human intelligence” to the forefront, with all the insight and empathy that comes with it. That’s a win for advisors and their clients. If you are a Carson advisor, watch for Dani at Carson’s Excell 2024 conference in Orlando on September 9-11, where she will share her vision of AI-integration at Carson. Imagine the future we could create together—let Excell be the catalyst for change.
AI in Financial Advisory: A Positive Evolution (Jake Bleicher, January 8, 2024)
AI, Advertising, and Cash Flow: Alphabet’s Trifecta for Success (Jake Bleicher, February 5, 2024)
There’s Reasons to Be Optimistic About Productivity (Sonu Varghese, February 9, 2024)
AI’s Meteoric Rise Is Backed by the Cash (Jake Bleicher, February 12, 2024)
Five Basic Questions on Investing in Artificial Intelligence (Barry Gilbert, February 15, 2024)
Inside Nvidia’s Earnings: Accelerating Demand for AI (Jake Bleicher, February 22, 2024)
Nvidia’s Blockbuster Earnings All About Supply/Demand Imbalance for AI (Barry Gilbert, February 23, 2024)
ARM’s Helping Hand in AI Adoption (Blake Anderson, April 1, 2024)
Under the Hood: AI Spending is Booming as Tech Giants Battle for Dominance (Jake Bleicher, April 29, 2024)
Nvidia’s Golden Ticket: Amazon, Microsoft, Google Amplify AI Investments (Jake Bleicher, May 6, 2024)
AIs on the Prize: Unleashing the Power of AI’s Sight (Jake Bleicher, May 13, 2024)
Powering Up: AI’s Impact on the Power Grid (Blake Anderson, June 10, 2024)
Apple AI Push: A Look at iOS 18’s Top 5 Features (Jake Bleicher, June 17, 2024)
Nvidia’s Remarkable Rise to #1 (Blake Anderson, June 24, 2024)
AI Is Unraveling the Structures of Life: Accelerating Drug Development (Jake Bleicher, July 1, 2024)
AI’s Evolution: From Code to Images (Blake Anderson, August 8, 2024)
Top 5 Ways Financial Advisors Are Using AI Today (Jake Bleicher, August 9, 2024)
The Evolving Employment Landscape: How Previous Tech Waves Elevated Workers (Blake Anderson, August 14, 2024)
How AI is Leveling the Playing Field for Women and Minorities in the Workforce (Jake Bleicher, August 19, 2024)
How AI is Potentially Creating a Safer World (Blake Anderson, August 21, 2024)
Facts vs Feelings Podcast: Talking AI with Dani Fava (Ryan Detrick, Sonu Varghese, August 21, 2024)
For more content by Barry Gilbert, VP, Asset Allocation Strategist click here.
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