

We draft 6 stocks from SOHN Investment Conference New York
May 14, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
How to Invest in New York
01:58 • 2min
The SON Conference in New York
03:43 • 2min
Chat GPT: A Tool for Testing Cryptocurrencies
06:00 • 2min
The Importance of ML Research in the World
08:14 • 3min
Stanley Druckenmiller and the US Recession
11:25 • 2min
The Fed's Mistake in Raising Rates
13:18 • 3min
The Banks' Balance Sheet Problem
15:53 • 3min
The Macro Headwinds of AI
19:22 • 4min
The Fed's Success in Easing Inflation
23:33 • 2min
The Importance of Superannuation
25:13 • 2min
How to Invest Your Superannuation Yourself
26:46 • 2min
Six Stocks Pitched by the World's Best Investors
28:29 • 2min
Vitezko: A German Automotive Supplier for Drivetrain and Powertrain Technologies
30:38 • 3min
The London Stock Exchange: A Bolt-on Opportunity
33:35 • 1min
Sony and the Sone Hearts and Mines Conference
35:05 • 3min
Marathi Therapeutics: Down 80% From All-Time Highs
37:37 • 2min
Talon Energy: A Therapeutics Company
39:16 • 2min
Three Korean Holding Companies Trading at a 70 to 80% Discount to Their Net Asset Value
40:52 • 2min
Warren Buffett's Most Well-Known and Discussed Investments
42:29 • 2min
Equinumates Media's Wealth Builders Podcast
44:25 • 2min