FTM 518: AI's Global Gold Rush

Artificial intelligence is becoming a global gold rush. In this episode, Jerry Robinson speaks with Kevin T. Carter, founder and CIO of EMQQ Global, about the emerging-market companies, technologies, and consumers helping shape the next phase of the AI boom.

They discuss Taiwan Semiconductor, Samsung, SK Hynix, China’s rapidly developing AI ecosystem, India’s extraordinary digital transformation, and the risks investors should keep in mind.

Plus, Jerry opens with brief thoughts on the Federal Reserve, Bitcoin, and the latest developments in Washington.

Topics include:

• Why AI is becoming a global investment theme
• The “Mag 3” of emerging-market AI
• Taiwan Semiconductor, Samsung, and SK Hynix
• China’s emerging AI ecosystem
• Open-weight AI models
• India’s digital transformation
• Aadhaar and India’s digital payments infrastructure
• The global AI infrastructure buildout
• The bear case for AI investment
• U.S.-China technology competition

Kevin’s central argument is that the traditional emerging-market story of rising consumers is now being joined by a second major force: AI infrastructure and technological innovation.

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Disclaimer: This podcast is for educational purposes only and should not be considered personalized financial advice. Investing and trading involve risk, including possible loss of principal. Always do your own research and consult a qualified financial professional before making financial decisions.