AI has become one of the defining investment stories of this market cycle. But where might investors look if the AI boom comes unstuck?

Sean Aylmer speaks with Gaurav Sodhi, Deputy Head of Research at Intelligent Investor, about the case for an “anti-AI” portfolio. They discuss why previous technology booms have ended in euphoria, and why physical-world businesses including Orica, Eagers Automotive, JB Hi-Fi and ARB could offer diversification from the AI trade.

This is general information only, and you should seek advice tailored to your circumstances before making investment decisions.