Podcast Episode 8: CIO Charles Jones, CFA - 2024 Review

Charlie and Doug discuss themes and trends that shaped 2024 and look ahead to 2025.

They discuss:

1. The implications of the Chinese wealth effect. 

2. The explosive growth in AI infrastructure spend

3. The surprising resilience of US economy and wage growth;

4. The rapid increase in advertising expenditure on streaming platforms;

5. The growing strength of European arms companies;

6. The balance between inertia and incentives in the US vs. Europe.

The full episode can be found at: https://shows.acast.com/seeking-returns/episodes/008-charlie-jones-2024-in-review