This week, Vee and Nic discuss the following:
1. What does Vee make of the most recent US Inflation numbers?
2. What does Vee think are the key drivers of markets going forward?
3. How to anticipate what are the key drivers that drive the markets?
Timestamps
00:00 – Introduction
02:52 – What is Track Record, Model Portfolio Themes & Review of Trade Calls
14:00 – How do we Trade?
17:24 – What is Artificial Intelligence (AI)?
29:29 – Building Blocks of AI
30:25 – Semiconductor Chips
42:28 – Data: Tech can be bought, but access to data is key!
53:18 – How AI Crushes the Old School
56:33 – How to Position Yourself
1:03:22 – Q&A