FTM 518: AI's Global Gold Rush

Artificial intelligence is becoming a global gold rush. In this episode, Jerry Robinson speaks with Kevin T. Carter, founder and CIO of EMQQ Global, about the emerging-market companies, technologies, and consumers helping shape the next phase of the AI boom.They discuss Taiwan Semiconductor, Samsung, SK Hynix, China’s rapidly developing AI ecosystem, India’s extraordinary digital transformation, and the risks investors should keep in mind.Plus, Jerry opens with brief thoughts on the Federal Reserve, Bitcoin, and the latest developments in Washington.Topics include:Why AI is becoming a global investment themeThe “Mag 3” of emerging-market AITaiwan Semiconductor, Samsung, and SK HynixChina’s emerging AI ecosystemOpen-weight AI modelsIndia’s digital transformationAadhaar and India’s digital payments infrastructureThe global AI infrastructure buildoutThe bear case for AI investmentU.S.-China technology competitionKevin’s central argument is that the traditional emerging-market story of rising consumers is now being joined by a second major force: AI infrastructure and technological innovation.Visit FollowtheMoney.com for Jerry Robinson’s latest market insights, investing tools, trading education, and membership resources.Disclaimer: This podcast is for educational purposes only and should not be considered personalized financial advice. Investing and trading involve risk, including possible loss of principal. Always do your own research and consult a qualified financial professional before making financial decisions.