AI is eating the world. And increasingly, it's eating portfolios, too. What began as a technology story funded by a handful of hyperscalers has evolved into a much broader capital markets story. As AI investment accelerates, public and private equities, credit, fixed income, infrastructure and real assets are all playing a role in financing the buildout.
In this episode of Can We Talk in Private?, co-hosts Alan Flannigan and Andrew Korz discuss their latest report, Hidden Layers: Diversification in the Age of AI, and explore how AI is increasingly shaping investment portfolios across both public and private markets.
The conversation explores how investors can think differently about diversification in an era where a single technological theme is influencing outcomes across nearly every major asset class. The discussion introduces a practical framework for identifying AI exposure, contrasts the roles of public and private markets in funding the AI buildout and reinforces why understanding the economic drivers behind portfolio returns may be becoming just as important as traditional asset allocation.
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