This was a really fun conversation. Speaking to Catriona from her offices in New York, we covered a wide range of topics relevant to global investors. From interesting ways to invest in artificial intelligence outside of the big tech stocks to what is driving the uptick in mergers and acquisition activity (and where it goes next), there was plenty of learnings and takeaways from this conversation.
Here's what else we cover in today's episode:
- Catriona's investment philosophy
- How she thinks about investing in Big Tech at the moment
- Novel ways of investing in artificial intelligence outside of Big Tech
- How inflation and interest rates affect her investment process
- What Catriona has learned from the latest earnings season
- What is driving this uptick in M&A activity
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Thank you to Wilson Asset Management for sponsoring this episode. Their sponsorship makes this podcast possible and helps keep all of our content free.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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