Buy the Dip in Tech, AI Shares: iCapital's Amoroso

The video discusses the impact of AI on investment strategies, emphasizing the importance of tech stocks and AI's potential to drive growth. It explores how AI affects market dynamics, inflation, and labor markets, suggesting a shift towards automation. The discussion includes future labor deals and the role of AI in preserving margins. Portfolio strategies are highlighted, focusing on AI and energy investments amid market uncertainties.

What factors should investors consider when looking at long-term growth in technology stocks?

How does the current inflation relate to labor supply and artificial intelligence investments?

In what ways can AI boost productivity and help companies preserve their bottom line?

What are the implications of companies investing more in AI on job availability in certain sectors?

What sectors are likely to be negatively impacted by the rise of AI technologies?

What strategies should IT managers prioritize in light of the AI boom?

Discuss the potential long-term effects of automation on labor markets.