Odd Lots: Michael Cembalest Says AI Is Bet of Century (Podcast)

Michael Cembalest has been an investment analyst for almost 40 years and his research notes have drawn a cult following on Wall Street. He’s known for going super deep into a wide range of topics, like energy and healthcare. And lately he’s been writing a lot about AI, with a particular interest in figuring out whether all the investment in data centers and compute will translate into actual profits. On this episode, we talk to the chair of market and investment strategy for JPMorgan Asset Manag