James van Geelen on Thematic Investing Right Now

This podcast episode explores the current state of uncertainty in various areas, including the upcoming US presidential elections, the direction of the stock market, and the role of artificial intelligence (AI). The discussions highlight the challenges faced by investors in navigating these uncertainties and emphasize the importance of understanding macro drivers and technological innovation. The conversation also explores the opportunities for thematic investing based on political factors and market trends, particularly in relation to the upcoming elections. The role of AI in personalized assistants and the shift towards on-device AI models are discussed, with a focus on privacy and the potential for enhanced user experiences. The section also touches on the concept of portfolio management and the importance of capturing investment themes. Overall, the podcast provides insights into the complexities and opportunities present in the current political and market landscape.