James van Geelen, founder of Citrini Research, scored big when he made his weight loss drugrelated 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 electionrelated portfolios, going long water, and more.
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