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サマリー
あらすじ・解説
Catch my comments from BOQ in London and see a demo of how powerful LLM artificial intelligence has become. We have used some experimental AI technology to create a podcast that recaps my comments and some source material from my Battle of the Quants presentation in London earlier this month. It analyzes the recent Chinese stimulus plan and assesses the size of the stimulus in the context of the Chinese Real Estate crisis relative to historical RE crises. This also showcases how fast AI is evolving. This discussion is entirely computer generated but you probably wouldn't guess it if we didn't tell you.