Capital Ideas Podcast The new reality of investing (2024 edition)
5 snips
Oct 26, 2023 Portfolio manager Jody Jonsson shares her outlook for the global equity markets in 2024, discussing topics such as changing geopolitical landscape, inflation, interest rates, and the importance of company selection. They also speculate on potential market shifts, highlight challenges for the European market in adopting electric vehicles, and discuss surprising events of 2023. Additionally, they explore personal hobbies such as flying and analyze aerospace investments. The speaker discusses their early life and influences in investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Market Trends and Potential Shifts in 2024
02:40 • 7min
Outlook for Electric Vehicles and Surprises of 2023
09:39 • 15min
Enron Story, Flying to Alaska, and Analyzing Aerospace Investments
24:12 • 2min
Early Life and Influences
26:17 • 4min
Closing Segment and Sponsor Mention
30:27 • 3min