
WOYM: FOMC Reaction; Growth vs Value check-in; Animal Spirits
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
00:00
Navigating Investment Opportunities Amid Market Dynamics
This chapter delves into investment opportunities centered on ASML and its ties to key clients such as Taiwan Semiconductor and Intel. It also addresses the emerging demand for AI technology and the cautious outlook on precious metals amidst fluctuating economic conditions.
Transcript
Play full episode