Investing Experts
Victor Dergunov talks amazing AI run, rolling corrections, EVs and gold
May 22, 2024
Financial expert Victor Dergunov discusses AI-related stocks, EVs, gold, and market insights. Topics include riding through market volatility, picking winners like Tesla, beaten down lithium miners in the EV space, and playing gold through gold miners.
32:21
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Quick takeaways
- Identifying potential opportunities in AI stocks post-earnings corrections for portfolio growth.
- Navigating stock volatility in high alpha AI stocks with strategic adjustments for long-term success.
Deep dives
Investing Focus on AI Stocks
The podcast episode discusses the focus on AI stocks within the investing group, aiming to beat major averages and maintain a strong portfolio. Mentioned AI-related stocks like AMD, Nvidia, and Palantir that had significant run-ups but also experienced corrections during earnings season. The focus is on identifying potential opportunities as the portfolio looks towards upcoming market movements and second-half performance predictions.
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