Q&A with Patrick Armstrong, CIO - Plurimi Wealth
Episode 1490, Jun 20, 2023, 07:17 AM
In this fascinating capital markets interview, 1st class investor Patrick Armstrong (CIO Plurimi Wealth) takes me through:
Equity outlook. 00:00
How to play AI? Nvidia, Microsoft, Adobe, Alphabet and ASML. 05:10.
Luxury brands. LVMH and Hermes International. 10:20
Energy. Shell and EOG. 12:35
When will wage growth crack? 14:20
Under owned value stocks. ArcelorMittal & Stellantis/Chrysler. 16:50
Banks. Citi & BBVA. 21:02
Payments & Paypal. 23:15
Agritech & Deere. 25:02
China reopening. Las Vegas Sands & Alibaba. 27:06
Cyber security. Fortinet. 29:59
Biopharma and animalcare. Novo Nordisk, Merck, Biogen & Zoetis. 31:22
Shorts. Nio, Rivian and British Land. 35:24
Using AI to improve stock selection & how to invest in Plurimi’s funds? 39:42
Equity outlook. 00:00
How to play AI? Nvidia, Microsoft, Adobe, Alphabet and ASML. 05:10.
Luxury brands. LVMH and Hermes International. 10:20
Energy. Shell and EOG. 12:35
When will wage growth crack? 14:20
Under owned value stocks. ArcelorMittal & Stellantis/Chrysler. 16:50
Banks. Citi & BBVA. 21:02
Payments & Paypal. 23:15
Agritech & Deere. 25:02
China reopening. Las Vegas Sands & Alibaba. 27:06
Cyber security. Fortinet. 29:59
Biopharma and animalcare. Novo Nordisk, Merck, Biogen & Zoetis. 31:22
Shorts. Nio, Rivian and British Land. 35:24
Using AI to improve stock selection & how to invest in Plurimi’s funds? 39:42