

Citrini on 2024 Election Portfolio Construction And AI “Mania”
11 snips Jun 18, 2024
The podcast delves into AI mania and its market impacts, investment strategies for the 2024 election, Trump's tax policy, tariffs on Chinese EVs, Tesla as an AI company, and the importance of caution in AI sector investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Intro
00:00 • 2min
Navigating Economic Uncertainty and AI Investment Strategy
01:45 • 17min
Diversification Strategies for Portfolio Outperformance
18:22 • 3min
Impact of the 2024 Election on Financial Markets
21:07 • 9min
Impact of 2024 Election on Portfolio Construction
30:13 • 23min
Creating and Managing Back-Tested Baskets for Stock Trading Strategies
53:16 • 4min
Discussion on Tariffs' Impact on American Car Manufacturers and Tesla
57:07 • 2min
Evaluating Tesla as an AI Company and Delving into AI Governance Issues
58:40 • 28min
Analyzing Short Reports and Investment Strategies
01:27:02 • 18min
Investment Strategy in the AI Sector and Caution Against Chasing Performance
01:44:37 • 2min