
Imran Khan's 2025 Investing Playbook: Macro Trends, CapEx Cycles & Generative AI
RiskReversal Pod
00:00
Intro
This chapter explores key themes shaping investment strategies for the upcoming year, including geopolitics and macroeconomic factors. The discussion highlights the impact of government policies on sectors, potential M&A activity, and the implications of recent market sentiments on future investment outlooks.
Transcript
Play full episode