| Hi Friend, I’m writing to invite you to an online event I’m participating in along with Mark Yusko and others. The topic: investing in Artificial Intelligence. AI is the latest buzz among investors, for good reason. Companies in every sector are sprinting to implement AI. There were 7,358 mentions of “AI” or related terms on recent S&P 500 earnings calls. My friend Stephen McBride is hosting the event. Stephen has spoken at the Strategic Investment Conference and my Global Macro Update show. He is one the hardest-working analysts I know, and he’s been on the AI story for years. What you might not know is Stephen started his investing career at Mauldin Economics. He joined our team years ago as a bright young analyst. Within months, it became apparent he was an exceptional talent with an eye for technology and innovation. He left Mauldin Economics a few years ago, with my full endorsement, to pursue an opportunity with RiskHedge. Today, he is their chief analyst. Stephen is having a great year, with the portfolio of his flagship research service up 18.9% vs the S&P 500’s 9.8% (as of October 23). Stephens believes AI will disrupt markets in ways not yet widely understood. That’s why he’s presenting something of a “long-short” AI portfolio at this special event. At the online event, he’ll be recommending five lesser-known AI stocks to buy today. And five big companies to avoid because they’re in the crosshairs to be disrupted by up-and-coming AI technology. Two of these five “sells” are FAANG stocks if that tells you anything about the scale of disruption AI is about to unleash. Stephen’s event is called the Trillion Dollar AI Investment Portfolio Event. He believes these select five AI stocks can, in time, cumulatively be worth in excess of $1 trillion in market value. I’ll be appearing as a guest at the event to speak on how AI is set to rapidly change our economy. Fund manager Mark Yusko will also appear as an expert guest. As a special bonus, when you claim an early bird ticket to the event, you’ll get access to an upcoming exclusive interview between Stephen McBride and Louis Gave of Gavekal. In it, they’ll discuss how the rapid rise of AI is impacting Louis’s macro outlook and much more. I encourage you to go here to claim an early bird ticket to this online AI investment event. Ed D’Agostino
Publisher
PS: You should know one more thing about Stephen. Five years ago, he wrote a popular essay that was featured by Forbes titled: “If I could only buy one stock for the next 5 years, it would be Nvidia” Nvidia was a $100 billion market cap company back then. Today, it has surpassed $1 trillion. I mention this because selecting five AI stocks that can grow by a $1 trillion market cap, as Stephen intends to share, is no easy task. But he’s done it before—with just one stock. So if nothing else, you should hear his recommendations and take them seriously. Go here to claim your early bird ticket. | 