Imran Khan's 2025 Investing Playbook: Macro Trends, CapEx Cycles & Generative AI
Audio is streamed directly from the publisher (traffic.megaphone.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Dan Nathan is joined by Imran Khan, CIO and founder of Proem Asset Management. They delve into key topics affecting the market such as the impact of geopolitics on investment processes, the concentration in the S&P 500, and future opportunities in 2025. Imran also shares insights on deregulation, trade wars, and corporate taxes, and their bearing on the economy. The discussion finishes with an exploration of generative AI trends, the productivity potential of new technologies, and potential investment opportunities within and beyond the large-cap tech giants.
Checkout Imran's Last Pod with Dan
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media