French Market Volatility, EV Forecast
Bloomberg Intelligence
Investing in Micron, AI, and Energy Sectors
The chapter explores investment strategies in Micron and discusses its involvement in AI-related devices for data center memory, while advising on investing in AI-related sectors. It also delves into energy sector investments, focusing on companies like ExxonMobil and discussing sector-neutral models and potential Fed rate cuts' impact on small caps and high-quality companies.
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.
