
Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead
Thematic Investors
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Exploring Tech, Finance, and Geopolitics
The chapter delves into the historical significance of AI, financial history, and potential macroeconomic shifts, with discussions on productivity booms, inflationary impacts, and the role of hyperscalers in spending. It also touches on Amazon's strategic moves, Europe's investment landscape, and the impact of geopolitical events on risk premiums.
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