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Episodes
Tuesday Jul 30, 2024
Tuesday Jul 30, 2024
On today’s podcast we hear from Joe Overdevest, portfolio manager, on two different topics: the AI transition, and commodities. We’ll hear Joe’s thoughts on companies you might not recognize that may benefit from the AI transition. Additionally, Joe manages Fidelity Global Natural Resources Fund alongside Darren Lekkerkerker, and he ranks his current favourite commodities, and discusses the implications for their fund.
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