Pavel Bandilov, CEO of BPD Industrial Real Estate Fund REIT
AI balloon
He highlighted NVIDIA as a key player investing in companies such as Intel and OpenAI, and pointed out:
However, it distinguishes with the Dot-com bubble, stressing that today’s AI products already offer real value and application.
The Future of Tesla
Despite the mainstream skepticism, Tesla continues to outperform traditional car suppliers, the guest said. It points to the supply of 496 thousand vehicles from Tesla, against 467 thousand from Mercedes with its entire product line as proof of success.
Stopping the Federal Government in the United States
As for the suspension of the US government and the impact of this, the main concern is the delay in publishing key economic data.
Despite the political crises, the interlocutor notes that the market has not sunk dramatically. Bandilov predicts that the markets will continue in an upward direction by the end of the year, albeit at a lower pace, as investors will closely monitor interest rates decisions and other psychological factors.
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