Odd Lots James van Geelen on Thematic Investing Right Now
28 snips
Jul 12, 2024 
James van Geelen, founder of Citrini Research and a thematic investing expert, shares his insights on navigating today's investment landscape. He discusses his successful bets on weight loss drugs and AI, specifically highlighting Nvidia. As uncertainty looms around the upcoming U.S. elections, he delves into constructing election-related portfolios and the future of AI investments. Van Geelen also addresses environmental challenges and the implications of emerging technologies, revealing unique opportunities amidst volatility.
AI Snips
Chapters
Transcript
Episode notes
AI Investment Themes
- Track AI investment themes along a spectrum of disruption/continuation and macro/micro drivers.
- Consider business-to-consumer (B2C) as the key for AI's widespread adoption, similar to social media's trajectory.
Apple's AI Advantage
- Apple's established consumer trust and privacy focus position them well to lead in AI-driven personal assistants.
- On-device AI processing is crucial for this development, requiring miniaturization of large language models.
AI and Privacy
- AI's convenience outweighs privacy concerns, especially with ecosystems like Apple's walled garden.
- On-device inference, combining personal data with AI, offers significant productivity gains.