Investing in AI opportunities across markets: Part 2
From Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
March 19, 2026 · 32 min
About this episode
This episode explores how artificial intelligence is reshaping investment opportunities in public markets.
Artificial intelligence is rapidly transforming the investment landscape, prompting new questions about risk, opportunity and the future of market leadership. As innovation accelerates and disruption becomes a constant, understanding how to navigate this evolving environment is more critical than ever. This conversation explores the forces shaping today’s public markets, the balance between fundamentals and sentiment, and the strategic decisions that can help investors stay ahead in a world defined by change. In this special crossover episode between Insights Now and Alternative Realities, we continue our “AI and Investing” series, diving into how AI is reshaping opportunities within public markets. In this episode, join Meera Pandit and Stephanie Aliaga, both Global Market Strategists on the Market Insights team for a timely exploration of AI’s impact on markets and the pathways to resilient, forward-looking portfolios. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify
People in this episode
Hosts: Dr. David Kelly, Gabriela Santos
Guests: Meera Pandit, Stephanie Aliaga
Topics covered
- Artificial Intelligence
- Investment Opportunities
- Market Leadership
- Public Markets
- Risk and Opportunity
- Strategic Decisions
Keywords
- AI
- investing
- public markets
- market trends
- portfolio management
- risk assessment
- innovation
Mentioned in this episode
Organizations: J.P. Morgan Asset Management, Insights Now, Alternative Realities, YouTube, Apple Podcasts, Spotify
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