008 CHARLIE JONES: 2024 IN REVIEW

Charlie and Doug discuss themes and trends that shaped 2024 and look ahead to 2025. They discuss:The explosive growth in AI infrastructure spend The surprising resilience of US econocomy and wage growth; The rapid increase in advertising expenditure on streaming platforms;The growing strength of European arms companies;The balance between inertia and incentives in the US vs. Europe; And analyse the implications of the Chinese wealth effect. For more information about Ptarmigan Capital head to ptarmigancapital.co.uk Hosted on Acast. See acast.com/privacy for more information.

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Charlie and Doug discuss themes and trends that shaped 2024 and look ahead to 2025. They discuss:The explosive growth in AI infrastructure spend The surprising resilience of US econocomy and wage growth; The rapid increase in advertising expenditure on streaming platforms;The growing strength of European arms companies;The balance between inertia and incentives in the US vs. Europe; And analyse the implications of the Chinese wealth effect. For more information about Ptarmigan Capital head to ptarmigancapital.co.uk Hosted on Acast. See acast.com/privacy for more information.

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