About this episode

Frazer Rice discusses AI investing with Kevin Shea, focusing on distinguishing hype from real investment opportunities.

“Reducing the Noise of AI Investing”: In this Wealth Actually episode, Frazer Rice speaks with KEVIN SHEA , Senior Equity Analyst at BNY Wealth, about AI Investing and how investors should think about artificial intelligence as an investment theme rather than just a headline-driven trend. They discuss the difference between hype and durable fundamentals, how to segment AI opportunities across infrastructure, software, and end-user adoption, and why free cash flow still matters when evaluating companies tied to AI. https://open.spotify.com/episode/1NGM8j2KqdiUFWSLguBMEH?si=YmB4s0OVSqyy6U3Mpg7OaA https://youtu.be/Wnlub-HoiUo The conversation also explores circular financing risk, the role of management vision in fast-moving markets, which industries may be disrupted or strengthened by AI, and how large institutions are using AI internally to improve productivity, analysis, and client service. Chapters 00:00 – Intro and episode setup Frazer Rice introduces the episode, frames AI as a dominant investment theme, and welcomes Kevin Shea to help unpack AI Investing for the audience. 01:00 – Hype versus disciplined investing Kevin explains that disciplined investing is what…

People in this episode

Host: Frazer Rice

Guest: KEVIN SHEA

Topics covered

• AI Investing
• investment themes
• hype vs fundamentals
• cash flow
• management vision
• industry disruption

Keywords

• AI
• investing
• fundamentals
• cash flow
• investment themes
• management vision
• industry disruption

Mentioned in this episode

Organizations: BNY Wealth

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