Wealthion - Be Financially Resilient cover image

Are AI Stocks and Oil Markets Key to Growing Your Portfolio?

Wealthion - Be Financially Resilient

CHAPTER

Career Evolution and Investment Strategy

Two former oil traders turned portfolio managers discuss their career journey from working at Merrill Lynch to launching the Bullseye American Ingenuity Fund, focusing on their investment approach of celebrating American innovation and technological advancements. They share insights on their investment strategy emphasizing growth and value, particularly in companies like Nvidia, and discuss managing their actively managed portfolio by diversifying into various AI-related stocks while maintaining a maximum stock weighting of 2-4%.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner