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James van Geelen

Founder of Citrini Research and on‑the‑ground analyst focused on the infrastructure and financing of AI buildouts; provides field reporting from hyperscale data center projects such as OpenAI's Stargate.

Top 5 podcasts with James van Geelen

Ranked by the Snipd community
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221 snips
Oct 6, 2025 • 39min

James van Geelen on the Next Phase of the AI Buildout

James Van Geelen, founder of Citrini Research, dives deep into the evolving landscape of AI infrastructure. He shares insights from his recent visit to OpenAI's massive Stargate data center in Abilene, Texas, detailing how companies like Oracle, NVIDIA, and Saudi investors are fueling its growth. Discussions also cover the complex financing structures supporting these mega projects, energy needs, and potential risks of an AI bubble. Plus, he explores emerging trends in robotics and storage that are poised to reshape the market!
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78 snips
Apr 7, 2025 • 55min

Are We About to Enter the First White-Collar Recession? | James van Geelen

James van Geelen, founder of Citrini Research and expert in thematic equity research, joins the conversation to analyze transformative megatrends influencing today's economy. They discuss the looming white-collar recession, driven by wealth disparities and the rise of AI, promising to reshape the workforce. Delving into global economic shifts, they explore the consequences of U.S. fiscal austerity and international stimulus efforts. The impact on the Democratic Party amid job losses and evolving consumer behavior is a focal point, highlighting how economic policies can redefine politics.
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62 snips
Apr 25, 2025 • 49min

Ep. 305: James van Geelen on ‘Haves vs Have Nots’ Theme, AI and Tariffs

James van Geelen, founder of Citrini Research and megatrends expert, shares his unique journey from emergency medicine to macro trading. He draws fascinating parallels between medical emergency management and navigating market complexities. The discussion dives into the implications of wealth disparities, focusing on companies that cater to affluent consumers. Van Geelen emphasizes the importance of a beginner's mindset and diverse perspectives in investing. Young graduates receive valuable advice on adapting to a rapidly changing landscape shaped by AI and global shifts.
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28 snips
Jul 12, 2024 • 47min

James van Geelen on Thematic Investing Right Now

James van Geelen, founder of Citrini Research and a thematic investing expert, shares his insights on navigating today's investment landscape. He discusses his successful bets on weight loss drugs and AI, specifically highlighting Nvidia. As uncertainty looms around the upcoming U.S. elections, he delves into constructing election-related portfolios and the future of AI investments. Van Geelen also addresses environmental challenges and the implications of emerging technologies, revealing unique opportunities amidst volatility.
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4 snips
Jan 12, 2024 • 20min

Lots More on What's Hot at JPM's Health Conference

James van Geelen, an analyst at CitriniResearch.com, shares insights from the annual JPMorgan Health Care Conference. He highlights the buzz around GLP-1 weight loss drugs, discussing their market impact and stock fluctuations. AI's revolutionary role in drug development is also a key topic, showcasing innovative technologies poised to change the healthcare landscape. Additionally, the conversation touches on how interest rate shifts are shaping funding enthusiasm in the pharmaceutical sector, reflecting a complex yet optimistic industry outlook.

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