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15min chapter
The new reality of investing in 2024
Capital Ideas Investing Podcast
Economic Outlook, AI Investments, and Global Opportunities
This chapter delves into the current economic and market outlook, discussing higher inflation, interest rates, and market multiples. It explores investment themes like AI and weight loss drugs, focusing on the impact of these industries on public health and broader markets. The chapter also touches on long-term investments in industries such as aerospace, energy, and cruise lines, emphasizing the need for detailed analysis and a global perspective for investors.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode