Imran Khan's 2025 Investing Playbook: Macro Trends, CapEx Cycles & Generative AI

Dan Nathan is joined by Imran Khan, CIO and founder of Proem Asset Management. They delve into key topics affecting the market such as the impact of geopolitics on investment processes, the concentration in the S&P 500, and future opportunities in 2025. Imran also shares insights on deregulation, trade wars, and corporate taxes, and their bearing on the economy. The discussion finishes with an exploration of generative AI trends, the productivity potential of new technologies, and potential investment opportunities within and beyond the large-cap tech giants. Checkout Imran's Last Pod with Dan — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media