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
2022 Q3 Quarterly Macroeconomic Review
Welcome to the Biltmore Family Office Quarterly Macroeconomic overview for Q3 2022. In the linked presentation, we will provide a broad overview of the current investment landscape. We dig deeper into a particular topic, worthy of your attention.
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?
2025 Q1 Quarterly Macro Review
Q1 signals broad disruption as Trump targets government, trade, and more.