James van Geelen on Thematic Investing Right Now

2024-07-12 · 47 min · 13 entities

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→ appeared on Odd Lots podcast

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James van Geelen on Thematic Investing Right Now
→ discusses Business concept

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→ discusses Business News concept

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Feed category: Business News

Entities found in this episode

concepts 9

mentioned Business concept

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Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned News Commentary concept

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evidence rules-v4
Feed category: News Commentary
mentioned Business News concept

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evidence rules-v4
Feed category: Business News
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses News concept

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evidence rules-v4
Feed category: News
discusses Investing concept

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evidence rules-v4
Feed category: Investing
discusses News Commentary concept

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evidence rules-v4
Feed category: News Commentary
discusses Business News concept

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evidence rules-v4
Feed category: Business News

companys 2

mentioned Bloomberg company

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Feed author/publisher: Bloomberg
hosted by Bloomberg company

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Feed author/publisher: Bloomberg

persons 1

mentioned James van Geelen person

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James van Geelen on Thematic Investing Right Now

podcasts 1

appeared on Odd Lots podcast

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James van Geelen on Thematic Investing Right Now

Episode description as stored

James van Geelen, founder of Citrini Research, scored big when he made his weight loss drug-related investments last year. He was also early into artificial intelligence investments, making bets on picks and shovels plays, like Nvidia. So what's interesting him right now? And how does a thematic investor grapple with uncertainty from things like the upcoming US election? We talk about the next stage of AI investing, constructing election-related portfolios, going long water, and more. See omnystudio.com/listener for privacy information.