Live Q&A: How to Navigate the ‘AI Scare Trade’

The playbook for investors over the past three years has been to seek exposure to all things artificial intelligence, rewarding big tech companies that spent lavishly on AI development. While the market remains as AI obsessed as ever, the focus has shifted to how the technology might supplant the need for some workers, threaten companies and business models, and rejigger entire industries. How are investors navigating the “AI scare trade” that is reverberating across private credit and Wall Street? As a more skeptical mood sets in, investors want to know if and when the hundreds of billions in commitments will pay off. To discuss the latest and answer your questions the day after Bloomberg Invest New York, Tim Stenovec speaks with Rachel Metz, Eric Weiner and Ellen DiMauro in a Live Q&A on Thursday, March 5 at 11 a.m. EST. While anyone can listen, Bloomberg digital subscribers and Terminal clients have the exclusive opportunity to ask our team questions to answer in real-time. This conversation will be recorded and made available.