Timestamps
00:00 Equity outlook.
05:10 How to play #ai ? NVIDIA, Microsoft, Adobe, Alphabet Inc. and ASML.
10:20 Luxury brands. LVMH and Hermès.
12:35 Energy. Shell and EOG Resources.
14:20 When will wage growth crack?
16:50 Under owned value stocks. ArcelorMittal & Stellantis / Chrysler.
21:02 Banks. Citi & BBVA.
23:15 Payments & PayPal.
25:02 Agritech & John Deere.
27:06 China reopening. Las Vegas Sands Corp. &
Alibaba Group
29:59 Cyber security. Fortinet.
31:22 Biopharma and animalcare. Novo Nordisk, Merck, Biogen & Zoetis.
35:24 Shorts. NIO, Rivian and British Land
39:42 Using #ai to improve stock selection & how to invest in Plurimi’s funds?
