In an excerpt from our Q4 CIO call, Karen Karniol-Tambour, Greg Jensen, and Bob Prince describe the new investment regime—defined by AI and modern mercantilism—and share how investors can build a resilient portfolio in the current environment.
00:00 Introduction
01:39 The Next Chapter of the New Regime: Mercantilism and AI Propel a "Misshapen" Expansion Toward Its Limits
07:53 The Next Chapter of the AI Boom
10:21 Investing Through the Current Environment
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