AI Investment Insights
The discussion revolves around the significant capital investments in AI and their potential ROI, highlighting the varying phases of AI infrastructure development. There's a debate on international markets, particularly Europe and Japan, and a contrarian trade idea suggests that Europe could benefit from AI-driven productivity enhancements in low-margin sectors. The conversation captures the tension between crowded trades in big tech and the search for unique investment opportunities.In this clip
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Odd Lots
Goldman's Hatzius and Kostin on Markets and Macro in 2025
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