The AI Supply Chain, with Timefolio’s Singapore CIO

Making Sense

In this episode, we hear from Jae Lee, CIO and CEO of Korean hedgefund Timefolio’s Singapore business. Jae discusses the importance of analyzing the supply chain to identify edge and alpha in stocks, components of the AI supply chain which are benefitting from greater barriers to entry and pricing power, use of data in this analysis, the extent to which Asian product segments will continue to grow in US and European markets, and how AI will increasingly impact our everyday lives. Jae Lee is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.

Shownotes:

To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence

This episode was recorded on June 11, 2024.

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