

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Economic Outlook, AI Investments, and Global Opportunities
02:28 • 15min
Navigating Tech Investments: Learning from History's Mistakes
17:09 • 4min
Shifting Landscape of Dividend Investing in Tech Companies
21:17 • 2min
Advocating for Investor Interests and Global Trends in Washington DC and the Pentagon
23:01 • 2min
Insightful Reflections on Congressional Thoughtfulness and Encouragement
24:41 • 2min