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.

Links

IBM IBM CEO interview we referenced on the podcast on the future of the AI rollout. There is also this newer one - probably a lot of overlap.
The Abraham Lincoln biography Peter Garnry referred by John Meacham.
and the John Kim book The Tao of Fund Raising.
The Gesda capital website.
John's latest FX Trader piece, including the impact of the US jobs data.

About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack.

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