Episode 33
US consumption, 'Dr Copper' and the legacy of Jim Simons
Talking Capital · Capital Generation Partners
May 30, 202430m 55s
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Show Notes
In this episode, Ian and Robert discuss:
- US Consumer: what is the state of consumption in the US and how does wealth disparity impact the consumer segment?
- Copper: what does the recent rise in copper prices indicate and how should investors consider copper within the context of a portfolio?
- Quantitative investing: what is Jim Simons' legacy and how should investors should think about quantitative investing more broadly?