Name: Biopharma and animalcare. Novo Nordisk, Merck, Biogen & Zoetis.
Uploaded: 2023-06-20T06:00:31.437660+00:00
Duration: 2706 s
Channel: Vox Markets
Description: Biopharma and animalcare. Novo Nordisk, Merck, Biogen & Zoetis.

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/921/005921/video_2LbWFAs.mp4#t=1882

Vox Markets

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

Equity outlook.

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

Luxury brands. LVMH and Hermes International.

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.

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