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3min chapter
Bringing imagination and creativity to growth investing
Capital Ideas Investing Podcast
Exploring the Impact of AI and Growth in the Industrial Sector
Exploring the transformative effects of AI on diverse industries, particularly the industrial sector's evolution with emerging opportunities in capital equipment, electrical equipment, and heating and air conditioning. The chapter underscores the projected growth in the industrial field driven by infrastructure renewal, aging assets, and a transition towards increased growth rates in cyclical businesses.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode