Lunar New Year, Artificial Intelligence Scare Trade

The podcast explores the potential disruption of AI across various industries, particularly focusing on the financial sector and the hardware market. Stephanie Leung, CIO at Stashway, discusses how new AI models and agents could impact software companies, dividing them into those with strong "moats" like distribution and data understanding, and those offering single-purpose SaaS solutions. Leung also addresses AI's impact on financial services, noting regulatory hurdles and the ongoing AI innovation within established firms like JP Morgan and Stashway itself. The conversation further examines the memory chip shortage in the Asia-Pacific region due to increased demand from AI inference, suggesting investment opportunities in memory companies despite near-term overbought conditions, and concludes with a forecast of market volatility for the Lunar New Year.