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    Finding Compelling Values: Insights from Star Portfolio Manager David Giroux

    Finding Compelling Values: Insights from Star Portfolio Manager David Giroux

    FromWEALTHTRACK

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    Finding Compelling Values: Insights from Star Portfolio Manager David Giroux

    FromWEALTHTRACK

    ratings:
    Length:
    26 minutes
    Released:
    Dec 16, 2023
    Format:
    Podcast episode

    Description

    David Giroux discusses the impact of AI on companies' cost structures and margins, highlighting the potential for increased productivity. Companies like Alphabet (Google) and their use of AI to make programmers more productive, leading to margin expansion. Giroux also discusses investment opportunities in sectors like utilities, healthcare, and industrials, emphasizing the importance of a longer time horizon for investment success.

    WEALTHTRACK # 2025 broadcast on December 15, 2023

    More Info: https://wealthtrack.com/5-star-gold-medalist-portfolio-manager-david-giroux-discusses-contrarian-2024-strategies-and-ai/

    Bookshelf: Thinking, Fast and Slow
    https://amzn.to/3NvHRbR

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    Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
    Released:
    Dec 16, 2023
    Format:
    Podcast episode

    Titles in the series (100)

    Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its sixteeth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term diversified investing in all of the investments people care about. Support this podcast: https://anchor.fm/wealthtrack/support