How AI Robotics Could Change Investing and Everyday Life with Brendan Ahern (Ep. 100)
Podcast: Play in new window | Download | Embed
What happens when artificial intelligence moves beyond software and into the physical world?
As technology continues to evolve, many investors are asking how artificial intelligence could influence businesses, markets, and everyday life in the years ahead.
In this special 100th episode of The Millionaire Next Door Podcast, Robert Curtiss welcomes Brendan Ahern, Chief Investment Officer at KraneShares, to explore how AI-powered robotics are already being adopted across Asia and what those developments could mean for investors. Brendan shares firsthand observations from his firm’s research and his travels throughout Asia, discussing automation, manufacturing, demographics, healthcare, regulation, and the evolving relationship between the United States and China.
Together, they examine how looking beyond headlines can help investors better understand long-term opportunities.
Key takeaways:
- How AI-powered robotics are already being used across healthcare, transportation, and manufacturing
- Why demographic changes are accelerating automation in several countries around the globe
- How robotics manufacturing and AI technology create opportunities across different investment markets
- Why regulations will likely influence the pace of AI adoption across industries and countries
- How data-driven research can help investors separate headlines from long-term market trends
- And more!
Resources:
- Educational videos (bottom of the page)
- Breakneck by Dan Wang
- Daily Note: China Last Night powered by KraneShares
Connect with Brendan Ahern:
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA
About Our Guest:
Brendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2013. Brendan leads the firm’s research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry. Prior experience includes over ten years with Barclays Global Investors (subsequently BlackRock’s iShares), which he joined in 2001 during the rollout of their ETF business. His career has spanned a period of tremendous growth for ETFs, which has contributed to his profound knowledge of the ETF landscape.
Brendan is considered a preeminent expert in global financial markets with a particular focus on China. He is a frequent visitor to China and actively maintains daily contact with a deep local research network comprised of investment banks, brokers, and regional and boutique research firms. He produces a daily update called China Last Night, which also appears as a column on Forbes.com. He is often sought after by leading business and financial outlets and regularly appears on CNBC and Bloomberg to discuss China’s capital markets. He is a frequent guest of Bloomberg Radio’s Daybreak Asia, and he is quoted in The Wall Street Journal and Investor’s Business Daily.
Brendan graduated from the College of the Holy Cross and has a Master of Science in Financial Analysis from the University of San Francisco.
