AI is overhyped - but are we actually early, not late? In this episode, Paul O'Connor sits down with Billy Leung from Global X to unpack why artificial intelligence may be less about hype and more about a multi‑year investment cycle. As the AI opportunity broadens, the challenge is capturing it without overloading on the same few stocks.

Tune in to hear Billy's thoughts on:

  • Why AI may still be in the early stages of a multi‑year investment cycle, with spending and adoption accelerating rather than peaking

  • Where AI demand is running into limits and why the companies solving these constraints could be the real winners

  • How the AI opportunity is expanding beyond mega‑cap tech into infrastructure, energy, materials and even traditional industries

  • Why thinking across hardware, infrastructure and adopters may be critical to capturing the full opportunity while managing concentration risk

This podcast contains general information only and does not take into account your personal objectives, financial situation or needs. Information may change due to market and economic conditions.

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