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Drs. George Athanassakos and Christian Dippel expand on their previous article and provide further support that the winners in AI will not be companies developing the most advanced AI models, but rather companies that control the computing infrastructure, data, enterprise workflows, and customer relationships that underpin the broader AI ecosystem in their latest article titled…

Dr. George Athanassakos argues that in light of many government policy constraints, a sectoral collapse – like the bursting of the AI bubble followed by a collapse of capital expenditures and wealth destruction – can easily turn into a systemic event in his latest article titled “Bursting the AI bubble would be worrisome“, published in the…

Drs. George Athanassakos and Christian Dippel argue that rather than asking whether the U.S. market is experiencing an AI-driven bubble and when it might burst, the more important question is which AI companies will ultimately emerge as winners in their article titled “How to determine the winners and losers of AI“, published in the Globe…

Dr. George Athanassakos argues that historically when low volatility stocks have underperformed high volatility stocks, this coincides in general with a market top in his latest article “What ‘volatility anomaly’ can tell us about a possible stock market bubble“, published in the Globe and Mail (Report on Business), p. B9. The article also appeared in…

Dr. George Athanassakos argues that value beats growth in the long run, not necessarily because value does so well, but rather because in the long run growth does so poorly – and this is particularly true for small cap stocks and recently added stocks to the value and growth portfolios in his latest article “Another…

Dr. George Athanassakos argues that it is difficult to see how AI will replace fund managers as markets are not natural phenomena, nor are they like a game of roulette and so studying the past to forecast the future and using formulas are not the same thing as having the ability to read between the…

Panagiotis Antonopoulos, Vice Chairman & CEO, Alpha Asset Management M.F.M.C. – First Vice Chairman of the Board of Directors, Hellenic Fund and Asset Management Association, Athens, Greece shared his investing knowledge and experience with Dr. Athanassakos’ Value Investing Class on May 3,2026. PowerPoint Presentation

Dr. George Athanassakos argues that despite rising oil prices, geo-political tensions, and higher interest rates a recession is unlikely this year as U.S. stock market returns in the November-to-April period have not been negative and historically a recession materializes when this occurs in his latest article titled “Does a recession loom this year? Not if…

Dr. George Athanassakos was honoured by The Globe and Mail for contributing more than 250 columns over the past 20 years that have helped inform and educate Canadians on value investing. In the photo, Darcy Keith (Investment Editor, The Globe and Mail) is presenting Dr. George Athanassakos with a Globe and Mail commemorative plaque. 

Dr. George Athanassakos argues that while gold may be a good short-term investment, it has not been a good investment in the long run and so, it won’t be this time around either in his latest article titled “Don’t be fooled into buying on gold’s dip“, published in the Globe and Mail (Report on Business),…