Citrini: The Next Phase of The Stock Market's AI-Obsession

15 snips

Feb 7, 2024

In this podcast, Sertrini, a successful stock market predictor, discusses their previous predictions and their performance. They also talk about the potential overvaluation of Super Micro and the importance of identifying new winners in the market. The speakers also discuss topics such as inflation, growth, and consumer spending, as well as the concept of asymmetric risk in investing in China. They also share their recommended stock picks and the challenges of generating alpha in the AI industry.

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Introduction

00:00 • 2min

Stock Market Performance and AI Potential

01:51 • 15min

Analyzing the Stock Market, Bitcoin, and Macro Assets

16:36 • 6min

Credit Risk vs. Interest Rate Risk

22:11 • 11min

Finding Quality Companies and Identifying Themes

33:27 • 21min

Long India, Short China: Trading Experiences and Regrets

54:23 • 11min

Investing in China and the Concept of Asymmetric Risk

01:05:16 • 2min

01:07:31 • 7min