In our latest episode, Sid Ahl and Erika Pagel are joined by portfolio manager and equity investor Eric Gordon to discuss some themes currently driving markets. These include the ongoing global inflation saga now entering its fifth year; the race to develop technology and business models around generative artificial intelligence; the key factors going forward for the life sciences and aerospace/defense sectors, and more.
Read more investment insights from portfolio manager Eric Gordon:
The Equity Beat: Dot Painting 1Q 2024 Earnings Season
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