O ALERTA GLOBAL SOBRE BIG TECHS E O CRASH NO MERCADO DE IA | Second Level #38

In this episode of Second Level, Samuel Ponsoni talks with Andrew Reider, founding partner and CIO of WHG, about the new logic of global investments. Andrew explains why artificial intelligence could completely change the game for Big Tech, private credit, software, utilities, China, Brazil, and real assets. Throughout the conversation, he shows why his analysis today is much more complex than simply "buying Nasdaq"—and why the market may be underestimating winners off the radar. In this episode, you will understand: why WHG became more cautious with some Big Tech companies which sectors can benefit from AI capex how utilities, energy, and infrastructure fit into this thesis why Brazil may be well-positioned in the new global scenario the view on China, robotics, and semiconductors the risks of white-collar unemployment and mass disruption what changes for those who invest in the S&P 500, the global stock market, and Brazilian stocks how a global manager builds a portfolio in a world of AI, war, and interest rates Contact Outliers: https://www.outliers.adv.br/ 📌 Subscribe to the channel and activate notifications so you don't miss any episodes! 📢 Support Market Makers and help strengthen the capital market in Brazil! Click the link and become a member of our channel for only R$7.99 per month:    / @mmakers   📩 Join our free newsletter: https://lp.mmakers.com.br/newsletter_... 📢 Advertise your brand on Market Makers: [email protected] 📚 Market Makers Library: https://mmakers.com.br/biblioteca-mar... - - - - - - - - THE GLOBAL ALERT ABOUT BIG TECHS AND THE CRASH IN THE AI MARKET | Second Level #38 Host: Samuel Ponsoni (founder of Outliers Advisory) Guest: Andrew Reider (founding partner and CIO of WHG) #ARTIFICIALINTELLIGENCE #BIGTECHS #STOCKMARKET #INVESTMENTS #FINANCIALMARKET #SECONDLEVEL #SAMUELPONSONI