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6min chapter
On the Margin: The Economy is in Goldilocks | Ram Ahluwalia
Supply Shock
Navigating Market Dynamics in Energy and AI
This chapter examines the shifting landscape of the utility sector, focusing on the rise of nuclear energy and its ties to AI advancements. It also contrasts growth and value stocks while analyzing NVIDIA's role in the semiconductor market and the implications of AI on various industries.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode