Investing Opportunities in AI with Ben Miller

Maggie Lake sits down with Ben Miller, CEO of Fundrise, a company that aims to give investors a path to private markets. Ben and Maggie discuss the real estate landscape, what Ben expects to see from the new administration (lower interest rates perhaps?), why Fundrise is investing in AI "picks and shovels," and what opportunities he is most optimistic about. Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. 00:00 - Intro with Ben Miller 00:30 - The Best of Times, The Worst of Times: AI vs. Real Estate 02:00 - Fundrise’s Evolution: From Real Estate to AI Investing 03:57 - How Fundrise Gives Investors Access to Private Tech Companies 08:00 - AI Boom or Bubble? Lessons from Past Tech Cycles 12:00 - The Risk of AI Startups: Which Companies Will Survive? 19:15 - Why More Companies Are Avoiding IPOs 24:20 - AI’s Infrastructure Boom: The Future of Data Centers 27:25 - Bond Yields and the Real Estate Market Outlook 36:55 - The Next AI Breakthrough: Where Will the Killer App Come From? 40:30 - Closing Thoughts: Real Estate, Markets, and Investor Strategies #economy #marketanalysis #investing #stockmarket #bonds #investing #fed #usdollar #nasdaq #bondmarket #investmentstrategy #talkshow #podcast #ai #technology #tradingopportunities #benmiller #fundrise #realestateinvesting #marketopportunities #aimarkettrends