Michelle Cluver of Global X ETFs - The Long Game of AI

About this episode

Ben Vaske interviews Michelle Cluver about AI adoption and its implications discussed at CES.

This week, our host Ben Vaske talks with Michelle Cluver, Head of ETF Model Portfolios at Global X ETFs. In this episode, we will discuss this year’s Consumer Electronics Show (CES) Conference, where we are in terms of the AI adoption cycle, how the AI boom meaningful does and doesn’t differ from other tech booms, how quickly AI adoption will start to show up in companies’ fundamentals and much more! Global Head of Multi-Asset and a Portfolio Manager, at Janus Henderson Investors. In this episode, we will discuss the most important macro drivers of 2026, the art of constructing multi-asset portfolios, Fixed Income positioning in 2026, AI equities and their valuations, opportunities in Europe and Emerging Markets and much more.

People in this episode

Host: Ben Vaske

Guest: Michelle Cluver

Topics covered

• AI adoption
• Consumer Electronics Show
• tech booms
• company fundamentals

Keywords

• Global X ETFs
• ETF Model Portfolios
• AI boom

Mentioned in this episode

Products: Global X ETFs

Places: Europe

More episodes of Orion's The Weighing Machine

• Seth Rosenthal of Academy Asset Management - When Geopolitics Moves Markets · March 31, 2026 · 32 min
• Fritz Folts of 3EDGE Asset Management - Multi-Asset Investing 101 · February 24, 2026 · 44 min
• Adam Hetts of Janus Henderson - Positioning Multi-Asset Portfolios for 2026 · December 22, 2025 · 37 min
• Jason Mertz of AllianceBernstein - Municipal Bond Market Headwinds Turning a Corner · December 9, 2025 · 46 min
• Kim Arthur of Main Management - The Ethos of Client Service · November 11, 2025 · 45 min
• Kim Arthur of Main Management - The Philosophy and Wisdom of a Six Time Guest on The Weighing Machine · June 10, 2025 · 44 min