Networking Lunch - Greed, Fear, and AI

Christopher Wood is widely recognized as one of Asia’s most influential and provocative market strategists. As Global Head of Equity Strategy at Jefferies and author of the long-running GREED & fear newsletter, his views have shaped the thinking of global investors for three decades. Chris, famed for flagging speculative excess at some of the world economy’s most decisive moments—the dot-com boom, Japan's credit bubble, the US housing bubble—has recently turned skeptical on the AI trade, warning that investor exuberance is running ahead of fundamentals. He’ll unpack why he sees rising risks in the current cycle and offer his thoughts about where capital might be better deployed.