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Private Wealth Daily
Podcast

How To Invest In AI Now With Janus Henderson’s Jonathan Cofsky

It gives a technology portfolio manager's take on AI buildout concerns and China competition, and names specific AI heavyweights the episode discusses as potentially undervalued.

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Summary

By our desk

Barron's Live episode features Reshma Kapadia speaking with Janus Henderson portfolio manager Jonathan Cofsky about investing in AI. The conversation covers concerns about the AI buildout, competition from China, and which AI heavyweights, including Nvidia, TSMC, Samsung and SK Hynix, the episode frames as undervalued.

  1. Guest Jonathan Cofsky is a portfolio manager on Janus Henderson's Global Technology and Innovation Team.
  2. The episode examines concerns about the AI buildout.
  3. It covers competition from China.
  4. It discusses AI heavyweights including Nvidia, TSMC, Samsung and SK Hynix in the context of valuation.

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