Picks and shovel AI stocks, investing in cyclical stocks & Chris Judd joins the show
Episode description
Turns out, there's more to investing in AI than Nvidia. In today's episode we unpack some of the picks and shovel stocks that have been big winners with the huge investments in AI infrastructure.
That's not all we chat about in another big episode of Equity Mates:
- Answer a question on investing in cyclical stocks
- Explain the biggest risk when analysing cyclical stocks
- Speak to Chris Judd of Cerutty Macro Fund about the macro landscape and how he is investing
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