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Capital Ideas Investing Podcast
The new reality of investing in 2024
May 16, 2024
Portfolio managers Jody Jonsson and Chris Buchbinder discuss investment opportunities, AI, tech dividends, and Japan's rise. They explore economic outlook, AI investments, tech bubbles, dividend shifts in tech, and advocating for investor interests in DC and the Pentagon.
26:23
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Quick takeaways
- Investment landscape evolving with broadening market leadership and opportunities.
- Shift towards dividend-paying companies favors mature companies with better earnings growth prospects.
Deep dives
Changing Investment Landscape: New Realities
The investment landscape is evolving, transitioning from a period of declining interest rates and geopolitical stability to a more challenging environment. Factors like de-globalization, geopolitical tensions, and changes in interest rates are broadening market leadership and creating opportunities for stock pickers.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode