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7min chapter
Capital imbalances and why David Daglio is a reformed value investor
Investing Experts
Exploring Capital Spending in the Technology Sector
This chapter focuses on NVIDIA's chipsets and their power consumption in the context of AI development, discussing the implications for resources like copper and power plants. Investment opportunities in natural gas, copper, energy, healthcare, and technology sectors are analyzed, with a highlight on capital imbalances and positive fundamentals in decision-making.
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AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode