Outrageous Predictions
A Fortune 500 company names an AI model as CEO
Charu Chanana
Chief Investment Strategist
Summary: Today, a conversation with special guest Peter Garnry, co-founder of Gesda Capital on choosing and valuing stocks for the long run, observations on the current state of play in AI as expressed in equity markets, the Meta and other news this week and its implications, whether AI can truly scale as hoped and so much more, even what Peter is reading these days. I'm sure listeners will enjoy this conversation. Today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.