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
2024 Q3 Quarterly Macro Review
2024 Q3 results are in—now we’ll explore where we stand and what’s next after the election.
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.
2024 Q1 Quarterly Macro Review
2024 Q1 results and what they mean for investment and asset-allocation over the coming years.