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

from RiskReversal Pod · host RiskReversal Media

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

Episode metadata supplied by the publisher feed · Published Feb 20, 2025

Embed this episode

Attribution link and audio player

NOW PLAYING

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

0:00 38:47

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of RiskReversal Pod?

This episode is 38 minutes long.

When was this RiskReversal Pod episode published?

This episode was published on February 20, 2025.

Can I download this RiskReversal Pod episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!