About this episode
Demand isn’t the main driver of profitability, supply is. In the latest edition, portfolio managers Fred Sykes and Tom Record look for the money left in the AI boom and places to hide if it goes wrong, while arguing investors should obsess a bit less about GDP growth and macroeconomics. Plus: analyst Srishti Sinha on the risks to a US power sector flooded with datacentre investment. See omnystudio.com/listener for privacy information.
