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July 19 - 21, 2020 | Chicago

Opening Ceremonies

Recorded on: Sun., Jul. 21, 4:30 PM - 4:50 PM CDT
Sunday

Playing the Long Game to Beat Machines

Long-term dynamics like demographics and cycles are under-appreciated, but also are a way for humans to beat machines. By way of example, Baby Boomers and GenX each dramatically pushed up the stock prices of their generational "FANG", creating returns in excess of 117,000% over 20 years. Millennials, larger than both Baby Boomers and GenX, are coming of age economically and will influence their generational FANG. Labor shortages worldwide will also spur on automation and AI causing both the suppliers and users of those themes to benefit tremendously.

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speaker photo TECHNOLOGY
Thomas Lee

Managing Partner & Head of Research

Fundstrat Global Advisors