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16min chapter
Are AI Stocks and Oil Markets Key to Growing Your Portfolio?
Wealthion - Be Financially Resilient
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%.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode