Quality Investing in an AI Age: Are the Moats Really Cracking?

About this episode

The episode discusses the challenges of quality investing in the context of AI and changing market dynamics.

In this episode of Actively Speaking, host Steve Bleiberg is joined by David Siino, lead portfolio manager for Capital Reinvestment strategies, to unpack why quality investing has struggled recently despite its strong long-term track record. They explore how AI, shifting capital intensity, and changing economic drivers are reshaping where and how quality shows up in today’s market—separating hype from fundamentals and short-term narratives from durable business value.

People in this episode

Host: Steve Bleiberg

Guest: David Siino

Topics covered

• quality investing
• AI impact
• economic drivers
• capital intensity
• market analysis

Keywords

• quality investing
• AI
• economic drivers
• market trends
• portfolio management

Mentioned in this episode

Organizations: Epoch Investment Partners