Neeraj Khemlani
π€ SpeakerAppearances Over Time
Podcast Appearances
Well, speaking of updates, I can't wait to talk to you about, obviously, the process, but it's a good thing that we have you on now instead of six, eight months ago.
before some of the software AI stuff started to happen.
So you could digitally update it, although I know you're a long-term investor.
A teaser for the audience.
Before we get into the meat of the conversation.
Is AI wrong about your portfolio or some of the names in your portfolio?
I believe that they're⦠Well, because there's a lot of names that you've given out that have been taken to the woodshed, and you're holding your ground.
Whoa, whoa, whoa.
Here's a word from our sponsor.
This podcast is sponsored by Victory Capital.
What if your portfolio could read the economy and act on it?
West End Advisors, a Victory Capital investment franchise has done exactly that since 1996.
Their macro driven process tracks over 200 economic data series to identify which areas of the market they believe are poised to lead and importantly, which to avoid.