From Jersey to Japan: The merits of global diversification
Capital Ideas Podcast
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Implications of AI Paradigm Shift and Investment Style
The speakers discuss the implications of AI on various sectors, highlight investment themes aligned with their funds, and reflect on their investment style. They mention the use of AI in automating tractors and a previous investment in international game technology. They also discuss a successful investment journey with Netflix and the different outcomes of management decisions in companies like Netflix and LinkedIn.
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