Looking for the next Nvidia? Or the current Nvidia? Despite eye watering valuations at the top end of the market, there are still incredible growth opportunities in global markets, but buying them at a reasonable price is increasingly challenging.
Munro Partners’ Qiao Ma joins the podcast to discuss:
- Why she’s not sure that any of the Magnificent 7 has a proper AI strategy
- Whether the game for cloud is really over
- How AI is levelling the playing field
- The non-AI industries with exceptional earnings growth, and
- Whether the US is over, and it’s time to look afield.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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