F/m Portfolio Manager on Big Tech Earnings

The transcript discusses Apple's quarterly performance, highlighting its current challenges and future prospects. It delves into investment strategies, emphasizing the importance of a long-term perspective and risk management. The Quant. Active strategy is explained, combining quantitative and traditional portfolio management. The impact of AI on productivity and its comparison to past market trends, like the 2000 internet bubble, is also explored.

What were the general sentiments expressed about the recent quarter for Apple?

What factors were mentioned as potential bright spots for Apple's future?

How does the speaker view the long-term prospects for Apple?

What is the significance of R&D spending mentioned in the text?

What is the speaker's perspective on timing the market?

How does the speaker differentiate the current AI trend from the Internet bubble of 2000?

What are the expected impacts of AI on productivity according to the speaker?