I this episode we discuss the news of Microsoft incorporating Chat GPT into Bing and what potential future implications it could have for Google’s dominance on search. Simon then goes over Brazil’s potential as an emerging market investment. We then go over bottleneck businesses and finish with the discussion on a couple of strange niche ETF.

Tickers of stocks discussed: NANC, KRUZ, FLVR, EWZ, EWZS

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The Battle for Search and a Strange Niche ETF