In this interview, Patrick Armstrong (CIO at Plurimi Wealth) takes me through his thoughts on the capital markets, alongside highlighting some excellent investment ideas for the year ahead. Including:
00:00 Outlook for equities.
02:30 Are the bond markets correct to price in a 2023 Fed pivot
04:55 Will there be a hard credit cycle?
07:00 Credit Suisse
08:10 Impact of Quantitative Tightening?
11:00 Energy – Shell & Cameco
16:55 Agriculture – Corteva Agriscience, Archer Daniels Midland, Mosaic & Deere
19:30 Healthcare – Novo Nordisk, AstraZeneca, McKesson & Pfizer.
22:45 Semi-conductors – ASML & Advanced Micro Devices.
25:50 Luxury – Hermes & LVMH
27:50 Consumer – Paypal & eBay
31:35 Arbitrage opportunity – Activision Blizzard
33:55 Short positions – BT Group, Boeing, Roblox, Kinder Morgan & Paramount
40:50 Possible future Black Swans.
41:50 Currency outlook
43:15 How to invest in Plurimi’s funds
#PARA #KMI #RBLX #BT-A #ATVI #EBAY #PYPL #MC.PA #RMS.PA #AMD #ASML #PFE #MCK #AZN #NVO
