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) …