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14min chapter
Imran Khan's 2025 Investing Playbook: Macro Trends, CapEx Cycles & Generative AI
RiskReversal Pod
Navigating Interest Rates and Tech Investments
This chapter discusses the evolving economic landscape influenced by rising interest rates and capital expenditure trends among major tech companies. It highlights the impacts of these dynamics on stock performance, particularly in relation to AI advancements and historical market corrections. The speakers also analyze the challenges and strategies surrounding investment decisions, emphasizing the importance of a balanced outlook amidst current market uncertainties.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode