World Model · podcast knowledge graph

Michael Cembalest on Why AI Is the Stock Market Bet of the Century

2025-05-29 · 59 min · 13 entities

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Asserted relationships

  • → appeared on Odd Lots podcast
    0.63 · ×2
    evidence rules-v4
    Michael Cembalest on Why AI Is the Stock Market Bet of the Century
  • → discusses Business company
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    Feed category: Business
  • → discusses News concept
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    evidence rules-v4
    Feed category: News
  • → discusses Investing concept
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    evidence rules-v4
    Feed category: Investing
  • → discusses News Commentary concept
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    Feed category: News Commentary
  • → hosted by Bloomberg company
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    Feed author/publisher: Bloomberg
  • → discusses Business News concept
    0.40 · ×2
    evidence rules-v4
    Feed category: Business News

Entities found in this episode

concepts 7

  • mentioned Investing concept
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    evidence rules-v4
    Feed category: Investing
  • mentioned News Commentary concept
    0.50 · ×2
    evidence rules-v4
    Feed category: News Commentary
  • mentioned Business News concept
    0.50 · ×2
    evidence rules-v4
    Feed category: Business News
  • discusses News concept
    0.40 · ×2
    evidence rules-v4
    Feed category: News
  • discusses Investing concept
    0.40 · ×2
    evidence rules-v4
    Feed category: Investing
  • discusses News Commentary concept
    0.40 · ×2
    evidence rules-v4
    Feed category: News Commentary
  • discusses Business News concept
    0.40 · ×2
    evidence rules-v4
    Feed category: Business News

companys 4

  • mentioned Bloomberg company
    0.70 · ×2
    evidence rules-v4
    Feed author/publisher: Bloomberg
  • mentioned Business company
    0.50 · ×2
    evidence rules-v4
    Feed category: Business
  • discusses Business company
    0.40 · ×2
    evidence rules-v4
    Feed category: Business
  • hosted by Bloomberg company
    0.40 · ×2
    evidence rules-v4
    Feed author/publisher: Bloomberg

persons 1

  • mentioned Michael Cembalest person
    0.66 · ×2
    evidence rules-v4
    Michael Cembalest on Why AI Is the Stock Market Bet of the Century

podcasts 1

  • appeared on Odd Lots podcast
    0.63 · ×2
    evidence rules-v4
    Michael Cembalest on Why AI Is the Stock Market Bet of the Century
Episode description as stored
Michael Cembalest has been an investment analyst for almost 40 years and his research notes have drawn a cult following on Wall Street. He's known for going super deep into a wide range of topics, like energy and healthcare. And lately he's been writing a lot about AI, with a particular interest in figuring out whether all the investment in data centers and compute will translate into actual profits. On this episode, we talk to the chair of market and investment strategy for JPMorgan Asset Management about why AI is the market "bet of the century," why the dominance of US big tech can't be overstated, and why he's pessimistic about the outlook for small modular nuclear reactors. Odd Lots Live is returning to New York City on June 26. Get your tickets here! See omnystudio.com/listener for privacy information.