Tom Maher on Small-Cap Investing, AI Infrastructure and Opportunities Beyond Big Tech
Oct 7, 2026 - 01:05:52
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The AI Gap Is Closing Jason Hsu on China, Momentum Crashes and the S&P’s Seven-Stock Bet
Jason Hsu, founder and CIO of Rayliant Global Advisors and co-founder of Research Affiliates, joins Excess Returns to discuss the US-China AI race, the economics of AI spending, and what market concentration means for in...
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