Episode 2
Corporate health 101, from earnings season to the future of AI
Talking Capital · Capital Generation Partners
February 2, 202335m 21s
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Show Notes
In this episode Ian and Robert discuss:
- Earnings season: what have we learnt so far, and what are analysts expecting for 2023?
- ChatGPT: what is it and does it represent an investment opportunity?
- Active vs passive: is there a role for passives in portfolios today and is it as binary as active or passive?