Animal Spirits Podcast cover image

Talk Your Book: Growth Stock Concentration

Animal Spirits Podcast

00:00

Exploring the Impact of Growing Technologies on Investments

Exploring the significance of keywords like AI in conference calls and the influence of emerging technologies such as generative AI on investment strategies, focusing on AI infrastructure companies like Nvidia, AMD, and cloud providers.

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