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Chris Judd

Expert investor and former AFL champion, managing director of Cerutty Macro Fund, offering insights into macro investing.

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Feb 2, 2025 • 36min

Picks and shovel AI stocks, investing in cyclical stocks & Chris Judd joins the show

Chris Judd, a former AFL champion and managing director of Cerutty Macro Fund, shares his insights into the world of macro investing. He highlights the unexpected opportunities in AI infrastructure beyond big names like Nvidia. The conversation covers the importance of 'picks and shovels' in investing, especially in semiconductor and energy sectors. They also dive into the dynamics of cyclical stocks, focusing on strategic investments following the US election and Chris's take on the evolving economic landscape in Australia.