Stocks Neat
Let Your Winners Run: AI, Commodities, and Emerging Markets
In episode 30 of Stocks Neat, Portfolio Manager Harvey Migotti and CIO Steve Johnson discuss recent portfolio performance including which surprise sectors have started contributing in 2024. They cover a wide range of topics including AI related companies, China worries, and overlooked opportunities in sectors such as European financials. The conversation then moves to portfolio management and how changing market perceptions of companies can influence how to know when to let your winners run and when to bank profits.
"I don't want AI to come and do art for me. I want to say, come and clean my house and help me do laundry. So, I can do art."
Listen to the full episode to find out more.
In episode 30 of Stocks Neat, Portfolio Manager Harvey Migotti and CIO Steve Johnson discuss recent portfolio performance including which surprise sectors have started contributing in 2024. They cover a wide range of topics including AI related companies, China worries, and overlooked opportunities in sectors such as European financials. The conversation then moves to portfolio management and how changing market perceptions of companies can influence how to know when to let your winners run and when to bank profits.
"I don't want AI to come and do art for me. I want to say, come and clean my house and help me do laundry. So, I can do art."
Listen to the full episode to find out more.