301. The opportunities and challenges of AI

<p>Dave Dudding, manager of the CT Global Focus fund, discusses the S&P 500 reaching 5,000 for the first time and various aspects of the current economic landscape, such as supply chain dynamics, inflation, and the impact of artificial intelligence (AI) on the market. Dave shares insights into specific holdings in the portfolio, including Nvidia, Microsoft, and companies in the pharmaceutical and energy transition sectors. The conversation also covers the opportunities and challenges presented by AI, the growth potential of Asian consumers, and the fund's stance on China and India.<br/><br/><b>What’s covered in this episode: </b></p>Wha...