A lot has been written about artificial intelligence and how it’s going to revolutionize how we live. Rather than add to the cavalcade of techno-hype, we’ll take a step back and ask a slightly different question – why? Why do we need AI? What problem does it solve. In answering this question, we learned that each of our three investment themes play an interesting part in answering this question. Aging demographics is leading to automation which, in turn, requires a lot of energy. Watch this 12-minute quarterly review to learn more.
Related
2021 Outlook and the Year Ahead
Biltmore Family Office's investment team was very active allocating client assets throughout the turmoil of 2020. Here, our Chief Investment Officer, Rael Gorelick, reviews last year's results. Listen to the review below, or by clicking here.
2024 Q2 Quarterly Macro Review
2024 Q2 macro quarterly market evaluation and what it might mean for investment and asset-allocation.
2023 Q3 Quarterly Macro Review
It seems that we wake up each day to a new significant news story. It's hard to keep up. This quarter, we try to provide a relevant narrative out of the complex array of events bombarding us each day. Within that narrative, what does it mean for our investment allocations?