Follow The Money Radio
In this episode, Jerry Robinson speaks with EMQQ Global founder and CIO Kevin T. Carter about how artificial intelligence is becoming a global investment theme, especially across emerging markets. They discuss key players like Taiwan Semiconductor, Samsung, and SK Hynix, along with China’s AI ecosystem, India’s digital transformation, and the global infrastructure buildout powering the next phase of AI. Jerry also opens with brief thoughts on the Fed, Bitcoin, and Washington before exploring both the opportunities and risks investors should keep in mind.
Show Notes
SEGMENT BEGINS AT 02:25
In Segment 1, Jerry Robinson helps you navigate the latest Fed interest rate policy decision day as well as what you should know about the crypto Clarity Act, which just failed to pass in the US senate.
SEGMENT BEGINS AT 08:10
Host Jerry Robinson welcomes special guest Kevin T. Carter of EMQQ Global to discuss AI investing in emerging markets. Topics include:
SEGMENT BEGINS AT 41:05
Jerry closes out today’s show with a summary of key takeaways from his interview with Kevin T. Carter, emphasizing the “picks and shovels” investing approach to new technology like AI.
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