Everyone is crowding into the same AI deals right now.
Our Marlon Nichols sat down with Jamal Davis, CFP® at UBS for a conversation about where the real opportunity actually lives. And it is not the part of the market getting all the airtime.
They got into cultural investing. Energy. Infrastructure. Physical AI. The unglamorous stuff that quietly runs the economy while everyone else fights over the shiny thing. They also talked through the difference between durable value and a hype cycle, which, let’s be honest, a lot of people are about to learn the hard way.
A few threads discussed:
➡️ Why the overlooked industries might end up being the biggest winners.
➡️ What it really takes to build and own businesses that last, not just businesses that trend.
➡️ How AI changes the picture without being the whole picture.
Watch here: https://advisors.ubs.com/jamal.davis/