E94 - The AI Case Wall Street Bears Get Wrong

Artificial intelligence has been hyped, doubted, celebrated, and questioned — but very few people understand it from the inside out.

On this episode of In the Money with Amber Kanwar, Amber sits down with Malcolm White, Portfolio Manager, BMO Global Asset Management, to cut through the noise around the AI boom and explain what’s actually happening beneath the headlines. From the launch of ChatGPT to today’s trillion-dollar AI infrastructure buildout, Malcolm breaks down why this moment is fundamentally different — and why many investors still don’t fully grasp the technology driving it.

Drawing on his experi...