Name: Luxury brands. LVMH and Hermes International.
Uploaded: 2023-06-20T06:00:31.437660+00:00
Duration: 2706 s
Channel: Vox Markets
Description: Luxury brands. LVMH and Hermes International.

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/921/005921/video_2LbWFAs.mp4#t=620

Vox Markets

Luxury brands. LVMH and Hermes International.

Equity outlook.

How to play AI? Nvidia, Microsoft, Adobe, Alphabet and ASML.

Energy. Shell and EOG.

When will wage growth crack?

Under owned value stocks. ArcelorMittal & Stellantis/Chrysler.

Banks. Citi & BBVA.

Payments & Paypal.

Agritech & Deere.

China reopening. Las Vegas Sands & Alibaba. (LVS, BABA)

Cyber security. Fortinet.

Biopharma and animalcare. Novo Nordisk, Merck, Biogen & Zoetis.

Shorts. Nio, Rivian and British Land.

Using AI to improve stock selection & how to invest in Plurimi’s funds?

In this fascinating capital markets interview, 1st class investor Patrick Armstrong (CIO Plurimi Wealth) takes me through.

Equity outlook. 00:00  
How to play AI? Nvidia, Microsoft, Adobe, Alphabet and ASML. (NVDA MSFT ADBE GOOG ASML) 05:10.
Luxury brands. LVMH and Hermes International. (LVS, RMS) 10:20
Energy. Shell and EOG. (SHEL, EOG) 12:35
When will wage growth crack? 14:20
Under owned value stocks. ArcelorMittal & Stellantis/Chrysler. (MT STLA) 16:50
Banks. Citi & BBVA. (C, BBVA) 21:02
Payments & Paypal. (PYPL) 23:15
Agritech & Deere. (DE) 25:02
China reopening. Las Vegas Sands & Alibaba. (LVS, BABA) 27:06
Cyber security. Fortinet. (FTNT) 29:59
Biopharma and animalcare. Novo Nordisk, Merck, Biogen & Zoetis. (NVO,MRK, BIIB, ZTS ) 31:22
Shorts. Nio, Rivian and British Land. (NIO, RIVN) 35:24
Using AI to improve stock selection & how to invest in Plurimi’s funds? 39:42

In this fascinating capital markets interview, 1st class investor Patrick Armstrong (CIO Plurimi Wealth) takes me through.Equity outlook. 00:00 How to play AI? Nvidia, Microsoft, Adobe, Alphabet and ASML. (NVDA MSFT ADBE GOOG ASML) 05:10. Luxury brands. LVMH and Hermes International. (LVS, RMS) 10:20 Energy. Shell and EOG. (SHEL, EOG) 12:35 When will wage growth crack? 14:20 Under owned value stocks. ArcelorMittal &amp; Stellantis/Chrysler. (MT STLA) 16:50 Banks. Citi &amp; BBVA. (C, BBVA) 21:02 Payments &amp; Paypal. (PYPL) 23:15 Agritech &amp; Deere. (DE) 25:02 China reopening. Las Vegas Sands &amp; Alibaba. (LVS, BABA) 27:06 Cyber security. Fortinet. (FTNT) 29:59 Biopharma and animalcare. Novo Nordisk, Merck, Biogen &amp; Zoetis. (NVO,MRK, BIIB, ZTS ) 31:22 Shorts. Nio, Rivian and British Land. (NIO, RIVN) 35:24 Using AI to improve stock selection &amp; how to invest in Plurimi’s funds? 39:42

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/921/005921/video_2LbWFAs.mp4