Will AI Consume Investors' Risk Budget?
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Jason Thomas, head of global research and investment strategy at Carlyle, discusses whether AI investment is crowding out other opportunities as capital flows into AI infrastructure. He examines market concentration, portfolio allocation and the outlook for corporate spending, asking whether AI is "going to consume almost the entirety, or certainly a large portion, of their incremental risk budget over the next three to five years?" This interview aired July 28.
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