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Bloomberg Intelligence

Dimon Annual Letter, EV Charging Profit

Apr 8, 2024
Alison Williams discusses Jamie Dimon's Annual Letter and upcoming bank earnings. Ryan Fisher talks about EV charging companies turning a profit. Ann Berry shares market insights. Julie Fine discusses the solar eclipse. Topics include bank earnings, EV charging profitability, and market trends.
41:39

Podcast summary created with Snipd AI

Quick takeaways

  • Jamie Dimon's Annual Letter provides insights into global banks and asset managers, EV charging companies are starting to be profitable in the market.

Deep dives

Mix of Technology and Value Investments Across Sectors

Portfolios are balanced with a mix of technology and value investments in sectors like energy, materials, and industrials. Opportunities are identified in both growth stocks and value stocks.

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