eBook - Coming into View: How AI and Other Megatrends Will Shape Your Investments
Available Exclusively as an eBook | Part of the AI Collection | Only for Institutional Purchase | Publication Year: 2025
Description
Coming Into View by Joe Davis explores how AI and megatrends will reshape the US economy amid headwinds like slowing growth and debt. It offers data-driven insights and investment strategies to navigate economic uncertainty and optimize portfolios, emphasizing risk-adjusted returns and avoiding common mistakes in times of change.
Table of Contents
Preface
Challenging My Own Assumptions
AI and Two Simple Truths
The Fallacy of Globalization’s Retreat
Not Destiny
Just Demographics
Government Debt and Deficits
Megatrends Around the World
The Tug-of-War: AI vs. Fiscal Deficits
Preparing for the Tug-of-War: Principles vs. Dogma
A Victor’s Portfolio (Divde and Conquer, Choose Wisely)
Conclusion
Appendix
Acknowledgments
Index