Odd Lots cover image

James van Geelen on Thematic Investing Right Now

Odd Lots

00:00

Navigating Risks and Rewards in Environmental and AI Investments

This chapter explores the intricacies of investing in companies tied to emerging environmental challenges like microplastics and PFAS, while also evaluating the impact of AI and technology investments. The discussion highlights successful examples like Nvidia and raises questions about potential overvaluation and the real benefits of AI infrastructure investments.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner