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. 05:10.

Luxury brands. LVMH and Hermes International. 10:20

Energy. Shell and EOG. 12:35

When will wage growth crack? 14:20

Under owned value stocks. ArcelorMittal & Stellantis/Chrysler. 16:50

Banks. Citi & BBVA. 21:02

Payments & Paypal. 23:15

Agritech & Deere. 25:02

China reopening. Las Vegas Sands & Alibaba. 27:06

Cyber security. Fortinet. 29:59

Biopharma and animalcare. Novo Nordisk, Merck, Biogen & Zoetis. 31:22

Shorts. Nio, Rivian and British Land. 35:24

Using AI to improve stock selection & how to invest in Plurimi’s funds? 39:42