James van Geelen on Thematic Investing Right Now | Odd Lots

James van Geelen, founder of Citrini Research, scored big when he made his weight loss drug-related investments last year. He was also early into artificial intelligence investments, making bets on picks and shovels plays, like Nvidia. So what's interesting him right now? And how does a thematic investor grapple with uncertainty from things like the upcoming US election? We talk about the next stage of AI investing, constructing election-related portfolios, going long water, and more.
Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.
Subscribe to Bloomberg Podcasts: bit.ly/Bloombe...
Check out more Odd Lots: • Odd Lots
Get the Odd Lots newsletter via www.bloomberg....
And for all things Odd Lots, visit www.bloomberg....
Visit our other UA-cam channels:
Bloomberg Television: / @markets
Bloomberg Originals: / bloomberg
Quicktake: / @bloombergquicktake
#Bloomberg #Podcast #OddLots
Visit us: www.bloomberg....
Follow Bloomberg Podcasts on Twitter: / podcasts
For coverage on news, markets and more: www.bloomberg.c...