AI as a Disruptor vs Enabler: How to Pick Winners and Losers

Bart Smith spotlights the market repricing of AI, arguing that we’re a “good bit away” from the end of volatility. He compares the notion of AI as a disruptor vs an enabler, and how that helps sort out the winners and losers. Bart focuses on how AI could impact banking, and where the sector could see improvements. The “most critical threat” banks face is credit, Bart says, pointing to private credit woes that could spill over.

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