Capital Ideas Podcast cover image

The new reality of investing in 2024

Capital Ideas Podcast

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app