Odd Lots cover image

James van Geelen on Thematic Investing Right Now

Odd Lots

00:00

Investing in the Known

Large language models excel in understanding language, leading to the concept of investing in well-known use cases and established companies. The delayed success and IPO timelines have increased, limiting public equity investors to a few dominant stocks. During times of uncertainty, people tend to gravitate towards familiar and proven investments.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner