Fridays with Frank: Chips, Dips and the AI Reset

episode

ASB Investment Podcast not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

Related

recent transcribed audio

Your partner wants profit. You want freedom. Now what? 22 min · 16 Sep 2026 · The Optometry Success Podcast

Board of County Supervisors Meeting - Work Session - Sep 15, 2026 3h 17m · 15 Sep 2026 · Prince William County Board of Supervisors

Finance and Budget Committee - Sep 15, 2026 1h 43m · 15 Sep 2026 · Prince William County Finance and Budget Committee

Sept. 15, 2026 Board of Supervisors Meeting 8h 46m · 15 Sep 2026 · Fairfax County Board of Supervisors

The Art of True Happiness | Dr. Arthur Brooks 2h 49m · 14 Sep 2026 · Huberman Lab

The Chris Wolfe Podcast: The Power of Quality Supplements 48 min · 14 Sep 2026 · EyeCode Media

Report any issue

Source

Recorded11 Jun 2026

Publisherfeeds.soundcloud.com ↗

Handlerec:18822287

Show notes

It's Friday, and Nigel Grant is joined by ASB Chief Investment Officer Frank Jasper to make sense of a turbulent week in markets, particularly in the AI and semiconductor space.Frank breaks down the four factors behind the selloff, explores where long-term value in the AI economy could actually land (and why it may not be where most people expect), and explains how ASB's portfolios are currently navigating the noise, staying invested in the theme, but looking beyond the most overheated corners of the market.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Sign in