James van Geelen on Thematic Investing Right Now
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 12 July 2024
⏱️ 51 minutes
🧾️ Download transcript
Summary
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.
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| 1:05.0 | Podcasts, Radio News. Hello and I'm Tracy Allaway. |
| 1:24.0 | And I'm Joe Weisenthall. |
| 1:26.0 | Joe, do you think it's fair to say that things seem a little uncertain at the moment? |
| 1:31.0 | Well, yes. Why, what do you have in mind? Okay, well of course, yes, and big things |
| 1:37.5 | going on. So I was thinking particularly of three things. So number one is obviously US presidential elections and things seem very uncertain on that front. We're not sure who's going to win in November and more than that at this point I think we're not entirely sure who the Democratic candidate is going to be. There's uncertainty there. |
| 2:00.3 | But then secondly, there's uncertainty about the direction of the stock market in a number of ways so we |
| 2:07.9 | have seen some of the error kicked out of the tires of big out performers from earlier in the year. |
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