In this episode of The Fundamentals Podcast, Jordan Rasmussen, Senior Institutional Portfolio Manager at Jarislowsky Fraser, is joined by
Jeremy Schaal, Managing Director and Portfolio Manager, U.S. Equities, and Christopher Knapp, Managing Director and Portfolio Manager, Emerging Markets Equities, to explore what comes after AI’s initial surge. They examine where economic value is concentrating across chips, platforms, and applications, and why energy, infrastructure, and semiconductor supply remain critical bottlenecks. They also discuss the intensifying U.S.–China dynamic and the race for capital and talent. Listen in for a timely and thought-provoking conversation on where AI goes from here and what it could mean for investors.