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Podcast: Facts vs Feelings with Ryan Detrick & Sonu Varghese
Episode: Talking About AI with Steve Hou and Kai Wu (FvF Ep. 178)
Description: Artificial intelligence continues to dominate headlines and investment flows, but understanding the technology behind it requires looking beyond the hype and into the structure of the ecosystem itself. In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, sit down with Steve Hou of Bloomberg and Kai Wu of Sparkline Capital to explore how the AI economy actually works, from the infrastructure powering it to the applications beginning to reshape industries.The conversation moves through the full AI stack, including semiconductors, computing power...